港股異動 | 香港本地銀行股走強 高盛預計美聯儲將在2024年底前加息10次
格隆匯2月4日丨香港本地銀行股走強,渣打集團和匯豐控股均漲約4%,大新銀行集團漲逾2%。高盛最新研報稱,渣打集團(2888.HK)能受惠加息,不過其缺乏匯控(0005.HK)般強大經營網絡帶來的大額存款,受惠於加息的程度料低於匯控,不過其息差和盈利將隨着利率上升而提高。高盛料直至2024年底止,聯儲局將加息共十次。高盛維持渣打“買入”評級,目標價由64港元上調至68港元。高盛上調匯控(0005.HK)目標價,由61港元上調至68港元,評級“買入”。

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