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《大行報告》匯豐研究:招行(03968.HK)、信行(00998.HK)、港交所(00388.HK)、中金(03908.HK)、華泰證券(06886.HK)、太保(02601.HK)與股市相關性較高
匯豐環球研究發表報告指,國務院、人行及中證監宣布一系列支持資本市場及房地產市場信心政策,料會對市場造成正面影響。 該行亦指,人行降準對內地銀行造成的主要財務影響包括有利淨息差、因同業折息及存款利率下降強化流動性導致的融資成本下降、對費用收入正面影響及對資產質素憂慮紓緩。 匯豐環球研究指出與資本市場表現有強烈關係的股份,於大中華金融股方面,包括招行(03968.HK)、中信銀行(00998.HK)、港交所(00388.HK)、中金(03908.HK)、華泰證券(06886.HK)及太保(02601.HK)。
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