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港股異動 | 香港銀行股走強 或受益於美債收益上升
格隆匯10月7日丨香港銀行股集體走強,其中匯豐控股,東亞銀行,大新銀行集團漲2%,渣打集團,恆生銀行漲1%,中銀香港跟漲。花旗發研報稱,預測美聯儲可能將於11月宣佈縮減買債,2022年12月起每年加息3至4次;而在亞洲銀行中,香港銀行最受美國債券受益率上升的影響;在香港本地銀行股中,該行首選匯豐控股,指估值吸引,因為至2022年上半年料有進一步撥備回撥空間,可支持盈利增長,另估計約有30億美元的資本盈餘,並料有機會在2021年第三季回購股份。

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