智通财经APP获悉，部分香港银行股走低，截至发稿，东亚银行(00023)跌4.64%，报10.28港元；大新银行集团(02356)跌3.32%，报7.58港元；中银香港(02388)跌2.34%，报29.2港元。
高盛发表研报指，将香港银行股2025至2027年各年每股盈测分别下调14%、19%及15%，平均下调16%，目标价平均下调9%。高盛表示，目前预期今年美联储将减息5次，净息差下降及信贷成本上升，将为香港本地银行增添下行风险，预期贷款业务增长乏力及盈利能力下降的情况下，较难出现重大的估值重估。
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。
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