智通财经APP获悉，高盛发布研报称，维持对汇丰控股(00005)“买入”评级，目标价由93港元上调至103港元。公司上季业绩胜预期，在银行业务净利息收入带动下收入超出预期，但成本表现与预期持平，而且被高于预期的年终特别拨备部分抵消。此外，因2025财年银行业务净利息收入增长及成本增长低于预期，管理层公布中期ROTE指引目标高于市场预期。
由于考虑到第四季表现以及最新的管理层评论，该行对盈利预测作出调整，现预期汇丰控股2025和2026财年银行业务净利息收入约为420亿美元和430亿美元，较先前预期高出约5亿美元。
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