大行评级｜花旗：香港银行业资本充足率处于历史高位上调恒生银行及中银香港目标价

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来源：格隆汇APP花旗表示，香港银行板块年初至今已上涨37%，表现优于恒生指数，其中以中银香港的涨势最为强劲，主要受惠于南下资金追逐高股息标的的强劲买盘。虽然近期香港银行同业拆息(HIBOR)下滑可能对净息差构成压力，但该行预期随着HIBOR在2025年第四季逐步回归正常水平，银行业的盈利能力将有所改善。中期来看，尽管美联储降息可能对净息差带来挑战，但该行认为影响可控，因香港多数按揭贷款仍受最优惠...

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大行评级｜花旗：香港银行业资本充足率处于历史高位 上调恒生银行及中银香港目标价

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大行评级｜花旗：香港银行业资本充足率处于历史高位上调恒生银行及中银香港目标价