《大行》汇丰研究对内银持建设性看法 偏好招行(03968.HK)、工行(01398.HK)及中银(03988.HK)

阿斯达克财经
Mar 06, 2025

汇丰环球研究发表报告指,内银板块于去年及今年至今录得出色的股价表现,并在亚洲银行中名列前茅。此表现令全球基金经理感到意外,许多人询问重估是否会持续。该行表示对内银保持建设性看法,主要考虑到贷款增长与费用的初步复苏迹象;有利的资本市场资金流动;以及不高的估值,即使不确定性出现仍具防御性。该行上调对内银个股的目标价,将2024至2026财年的可归属利润预测下调2.6%至上调2.6%。该行偏好的内银板块...

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