渣打集团(02888)涨超6%，截至发稿，涨6.32%，报99.3港元，成交额9843.92万港元。

消息面上，特朗普此前宣布暂缓未实施报复政策国家关税90天。此外，特朗普对关税强硬态度有所缓和。周末，白宫发布消费电子等产品的关税豁免政策。摩根士丹利近日研报指出，相信在未来15天内渣打集团将跑赢大市。这是因为渣打近期股价已回落，使短期估值变得更具吸引力。渣打近几日因全球贸易不确定性而遭到抛售，一个更具差异化的美国贸易政策应有助于缓解部分压力。大摩估计，这一情境发生的概率约为80%以上。该行予渣打“增持”评级及目标价112港元。

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