《大行報告》摩通:中銀(02388.HK)最受惠通關 內銀首選招行(03968.HK)及平安銀行
摩根大通發表報告,指出內地通關下,主要受惠大中華地區金融股為本港銀行,尤其是擔任銀聯支付清算的中銀香港(02388.HK)。其之為本港最大零售財富產品分銷商的匯控(00005.HK)。該行又指,數據顯示本港銀行的本港銀行同業拆息(HIBOR)及存款成本息差擴大,支持淨息差擴闊。
內地方面,人行數據及內銀評論顯示貸款需求正在復甦,消費信貸亦成為增長動力,認為內銀能從新冠防控整體放寬下受惠,尤其是零售業務,但有關利好對內銀的影響料於第二季才浮現。該行視內銀股中最受惠通關利好的是招行(03968.HK)及平安銀行(000001.SZ)。
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