《大行报告》摩通:中银(02388.HK)最受惠通关 内银首选招行(03968.HK)及平安银行
摩根大通发表报告,指出内地通关下,主要受惠大中华地区金融股为本港银行,尤其是担任银联支付清算的中银香港(02388.HK)。其之为本港最大零售财富产品分销商的汇控(00005.HK)。该行又指,数据显示本港银行的本港银行同业拆息(HIBOR)及存款成本息差扩大,支持净息差扩阔。
内地方面,人行数据及内银评论显示贷款需求正在复苏,消费信贷亦成为增长动力,认为内银能从新冠防控整体放宽下受惠,尤其是零售业务,但有关利好对内银的影响料于第二季才浮现。该行视内银股中最受惠通关利好的是招行(03968.HK)及平安银行(000001.SZ)。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.