美银证券：升中银香港(02388)目标价至50.25港元料上半年盈利增长约8%

智通财经07-28

智通财经APP获悉，美银证券发布研报称，将中银香港(02388)2026-2028年盈利预测上调6-9%，目标价由42.2港元上调至50.25港元。重申“中性”评级，认为其稳健的盈利前景及资本回馈计划已大致反映于年初至今强劲的股价表现及估值。美银证券预期中银香港次季贷款增速大致按季持平，净利息收入受惠于有利的利率环境而按季温和上升。虽然上半年手续费及交易收入可能均同比略降，但2026财年增长应可从...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2654227300?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-28 10:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2654227300","market":"fut","top_or_hot":-1,"title":"美银证券：升中银香港(02388)目标价至50.25港元 料上半年盈利增长约8%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，美银证券发布研报称，将中银香港(02388)2026-2028年盈利预测上调6-9%，目标价由42.2港元上调至50.25港元。重申“中性”评级，认为其稳健的盈利前景及资本回馈计划已大致反映于年初至今强劲的股价表现及估值。美银证券预期中银香港次季贷款增速大致按季持平，净利息收入受惠于有利的利率环境而按季温和上升。虽然上半年手续费及交易收入可能均同比略降，但2026财年增长应可从...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1472929.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银证券：升中银香港(02388)目标价至50.25港元 料上半年盈利增长约8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银证券：升中银香港(02388)目标价至50.25港元 料上半年盈利增长约8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-28 10:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1472929.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美银证券发布研报称，将中银香港(02388)2026-2028年盈利预测上调6-9%，目标价由42.2港元上调至50.25港元。重申“中性”评级，认为其稳健的盈利前景及资本回馈计划已大致反映于年初至今强劲的股价表现及估值。美银证券预期中银香港次季贷款增速大致按季持平，净利息收入受惠于有利的利率环境而按季温和上升。虽然上半年手续费及交易收入可能均同比略降，但2026财年增长应可从...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1472929.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"EWH","symbol_name":"香港ETF-iShares MSCI","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1472929.html","article_id":"2654227300","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2654227300","pubTimestamp":1785204571,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，美银证券发布研报称，将中银香港2026-2028年盈利预测上调6-9%，目标价由42.2港元上调至50.25港元。美银证券预期中银香港次季贷款增速大致按季持平，净利息收入受惠于有利的利率环境而按季温和上升。虽然上半年手续费及交易收入可能均同比略降，但2026财年增长应可从去年下半年较低基数中复苏。报告指，中银香港资产质素维持稳定，各组合未见明显恶化。整体而言，该行预期上半年盈利同比增长约8%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"161027":"证券","EWH":"香港ETF-iShares MSCI","02388":"中银香港"},"translate_title":"Bank of America Securities: Raise the target price of BOC Hong Kong (02388) to HK$50.25, expect earnings to increase by about 8% in the first half of the year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161027":1.5,"02388":1.5,"EWH":1.5},"content_text":"智通财经APP获悉，美银证券发布研报称，将中银香港(02388)2026-2028年盈利预测上调6-9%，目标价由42.2港元上调至50.25港元。重申“中性”评级，认为其稳健的盈利前景及资本回馈计划已大致反映于年初至今强劲的股价表现及估值。美银证券预期中银香港次季贷款增速大致按季持平，净利息收入受惠于有利的利率环境而按季温和上升。虽然上半年手续费及交易收入可能均同比略降，但2026财年增长应可从去年下半年较低基数中复苏。成本收入比率预期于首季达22%后保持稳定，反映成本控制与增长投资之间的平衡。报告指，中银香港资产质素维持稳定，各组合未见明显恶化。虽然次季信贷成本可能因季节性因素按季上升，但管理层指引上半年及2026财年信贷成本均同比下降。随着香港物业市场趋稳，投资物业重估压力已显著缓和，为盈利提供额外支持。整体而言，该行预期上半年盈利同比增长约8%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2654227300","isCrawlerRequest":true}

美银证券：升中银香港(02388)目标价至50.25港元 料上半年盈利增长约8%

精彩评论

美银证券：升中银香港(02388)目标价至50.25港元料上半年盈利增长约8%