智通财经APP获悉，香港银行股午后跌幅扩大，截至发稿，渣打集团(02888)跌5.09%，报86.75港元；大新银行集团(02356)跌3.99%，报7.46港元；汇丰控股(00005)跌3.3%，报70.3港元；中银香港(02388)跌2.78%，报28港元。
摩根大通发表研究报告指，汇丰控股和渣打集团股价自4月2日以来累计分别调整16.6%及20.4%，跑输恒指分别2.1个及5.9个百分点。该行相信，市场正押注全球陷入衰退，或会导致降息幅度加深、交易类银行收入减少，以及更高的信贷成本。
摩根大通认为，在美国及全球经济衰退的情况下，如汇控和渣打等货币中心银行会较港银及内银更脆弱，所以相信上述两行会在短期内跑输大市，而渣打股价表现或较汇控更差，因为前者对交易类银行收入有更高的依赖，以及对受关税影响较大的经济体有更大业务敞口。该行汇控和渣打的目标价分别为115港元及135港元，评级均为“增持”。
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