智通财经APP获悉，香港银行股表现强势，截至发稿，渣打集团(02888)涨4.93%，报110.6港元；汇丰控股(00005)涨3.89%，报85.55港元；恒生银行(00011)涨2.38%，报103.4港元；中银香港(02388)涨1.68%，报30.2港元。
消息面上，据财联社报道，美国总统特朗普当地时间周二（4月22日）在公开场合发表了讲话，他承认美国目前对自中国进口商品的关税过高，预计税率将大幅降低。这标志着特朗普在其标志性的关税政策上态度已出现缓和。周二，美国财政部长贝森特也在摩根大通的一场活动中表示，中美双方的关税战将很快降温。
中信建投此前指出，美国超预期关税政策利空落地，汇丰、渣打等国际性银行受到短期悲观情绪过度冲击，股价进行了快速深度调整。但是，全球衰退的预期将被越来越多的谈判所打消，中资企业出海和全球产业链重构大逻辑非但没有弱化和停滞，反而会被强化和加速。
该行指出，在日趋碎片化、割裂化的全球化2.0时代，汇丰、渣打在重点区域的广阔深厚布局，是国际产业链重构大环境中的核心受益银行，同时还受益于亚洲富裕零售客群资产全球配置的大趋势。汇丰、渣打均保持目前积极的业绩指引不变，本次回调后估值重回低位，高ROTE和高股东回报优势凸显，配置价值显著。
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