富瑞发表报告指,由于近期利率预期改变,更新对香港银行预测模型,将2025财政年度平均利率预测下调约150个基点,意味着2025年第三季联储局利率为3.25%。目前市场对中银香港(02388.HK) 预期颇为保守,限制该股进一步的下行空间;由于敏感度较高及资产增长疲弱,恒生银行(00011.HK) 表现可能较弱。富瑞认为市场对中银香港的共识已经足够保守。第二季的净息差较市场预期有韧性,加上严格控制及...
Source Link富瑞发表报告指,由于近期利率预期改变,更新对香港银行预测模型,将2025财政年度平均利率预测下调约150个基点,意味着2025年第三季联储局利率为3.25%。目前市场对中银香港(02388.HK) 预期颇为保守,限制该股进一步的下行空间;由于敏感度较高及资产增长疲弱,恒生银行(00011.HK) 表现可能较弱。富瑞认为市场对中银香港的共识已经足够保守。第二季的净息差较市场预期有韧性,加上严格控制及...
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