格隆汇8月7日丨汇丰控股(00005.HK)发布公告，2025年8月6日耗资1.60亿港元回购165万股，回购价格 每股96.35-97.25港元。 ...

翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) FF305 表格類別： 股票 狀態： 新提交 公司名稱： HSBC Holdings plc 滙豐控股有限公司 呈交日期： 2025年8月7日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | 證券代號 (如上市) | 00005 | 說明 | | 普通股(每股0.50美元) | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份 ...

香港银行股午后走高，截至发稿，渣打集团(02888)涨4.09%，报4.09%，报147.7港元；东亚银行(00023) 涨2.32%，报12.78港元；汇丰控股(00005)涨1.96%，报98.9港元；恒生银行(00011)涨1.77%，报115.1港 元。 消息面上，汇丰、恒生、渣打近日发布上半年业绩。华泰证券指出，渣打、汇丰扣非后业绩均超市场预 期，其中上半年非息收入表现亮眼，为营收增长提供主要支撑。但香港银行整体风险仍存，一方面 HIBOR持续低位导致息差下行，对二季度净利息收入造成拖累；另一方面香港信贷需求仍然疲软，渣 打、汇丰二季度本地贷款均环比收缩，此外香港商业地产不良率环比提升，地产行业压力持续。 此外，8月6日，因港元汇率触及7.85港元兑1美元的"弱方兑换保证"，香港金管局买入84.39亿港元，沽 出美元。银行体系总结余将于8月8日降至640.62亿港元。据悉，这已经是香港金管局在7天内的第4次干 预。香港金管局还表示，未来若"弱方兑换保证"再被触发，香港金管局将继续按机制买入港元，银行总 结余下降将逐步推高拆息。 本文源自：智通财经网 ...

Core Viewpoint - Hong Kong bank stocks have risen in the afternoon trading session, with Standard Chartered, HSBC, and Hang Seng Bank reporting better-than-expected half-year results, driven by strong non-interest income, despite ongoing risks in the banking sector [1] Group 1: Stock Performance - Standard Chartered Group (02888) increased by 4.09%, trading at 147.7 HKD - East Asia Bank (00023) rose by 2.32%, trading at 12.78 HKD - HSBC Holdings (00005) gained 1.96%, trading at 98.9 HKD - Hang Seng Bank (00011) increased by 1.77%, trading at 115.1 HKD [1] Group 2: Financial Performance - HSBC and Standard Chartered reported better-than-expected results after excluding non-recurring items, with strong non-interest income supporting revenue growth [1] - However, the overall risk in the Hong Kong banking sector remains, with low HIBOR leading to a decline in interest margins, negatively impacting net interest income in Q2 [1] Group 3: Credit Demand and Real Estate - Hong Kong's credit demand remains weak, with both Standard Chartered and HSBC experiencing a quarter-on-quarter contraction in local loans for Q2 [1] - The non-performing loan ratio in Hong Kong's commercial real estate sector has increased quarter-on-quarter, indicating ongoing pressure in the real estate industry [1] Group 4: Currency Intervention - On August 6, the Hong Kong Monetary Authority (HKMA) intervened by buying 8.439 billion HKD due to the Hong Kong dollar reaching the weak end of its peg against the US dollar [1] - The bank's total reserves are expected to decrease to 64.062 billion HKD on August 8, marking the fourth intervention by the HKMA in seven days [1] - The HKMA indicated that further interventions will occur if the weak end of the peg is triggered again, which may gradually increase interbank rates as total reserves decline [1]

Group 1 - Hong Kong bank stocks rose in the afternoon, with Standard Chartered Group up 4.09% to HKD 147.7, East Asia Bank up 2.32% to HKD 12.78, HSBC Holdings up 1.96% to HKD 98.9, and Hang Seng Bank up 1.77% to HKD 115.1 [1] - HSBC and Hang Seng reported better-than-expected first-half results, with Standard Chartered and HSBC's non-interest income showing strong performance, supporting revenue growth [1] - However, overall risks in the Hong Kong banking sector remain, with low HIBOR leading to a decline in interest margins, negatively impacting net interest income in Q2 [1] Group 2 - Local loan demand in Hong Kong remains weak, with both Standard Chartered and HSBC experiencing a quarter-on-quarter contraction in local loans in Q2 [1] - The non-performing loan ratio in Hong Kong's commercial real estate sector has increased quarter-on-quarter, indicating ongoing pressure in the real estate industry [1] - On August 6, the Hong Kong Monetary Authority intervened by buying HKD 8.439 billion due to the HKD/USD exchange rate touching the weak end of the peg, marking the fourth intervention in seven days [1]

在消费领域，受益于以旧换新补贴政策，年初至今家用电器和音像器材、家具类零售额同比分别实 现30.7%、22.9%的强劲增长。与此同时，中国消费的新热点和新浪潮不断涌现，以茶饮、潮玩、轻 奢、宠物为代表的新消费赛道快速崛起。 证券时报记者 李颖超 近日，汇丰就当下投资市场发表最新观点，表示对A股积极乐观，继续看好具备高质量成长风格的 板块。 汇丰私人银行及财富管理中国首席投资总监匡正认为，货币政策重心将聚焦于增强政策传导、促进 社会综合融资成本下行及推进结构性货币政策工具的使用；在支持方向上，针对科技创新、服务消费和 养老等行业的资金投放力度或将加强。 在科技创新方面，根据Wind发布的市场一致预期，人工智能（AI）领域获得的关注度较高，AI基 础设施、AI推动方和AI应用方等三类公司在今年的盈利增速较前几年均有明显提升。"AI的进一步普及 和国产替代趋势的深化，将有望促使云业务收入加速增长。"匡正说。 匡正进一步表示，近两年，中国主要科技公司和通信服务商的资本支出开始加速。未来，随着中国 大型科技公司的云业务加速增长，以及核心业务进一步与AI整合，用户数据将有望得到更多改善，带 动行业投资信心持续回暖。 "这 ...

8月6日，共8只港股获公司回购，2只个股回购金额超千万港元。其中，信义玻璃、恒生银行、捷利交易 宝回购金额最大，分别获公司回购4973.25万港元、2263.47万港元、274.8万港元。截至8月6日，今年已 有216只港股获公司回购，41只个股年内累计回购金额超亿港元。其中，腾讯控股、汇丰控股、友邦保 险年内累计回购金额最大，分别获公司回购400.43亿港元、214.22亿港元、176.93亿港元。 本文源自：金融界AI电报 ...

| .HSIADR 恒生指数ADR | | | --- | --- | | 24924.24 ↑ +13.61 +0.05% | | | 一 7 9 同 中 白 | 0 | | 易高价 24960.16 开盘价 24930.44 成交量 4088.01万 | | | 最低价 24799.11 昨收价 24910.63 平均价 24879.63 | | | 52周最高 25638.77 上 涨 -- 麻 # | | | 52周最低 16954.46 下 跌 -- 振 幅 0.65% | | 智通财经APP获悉，周三美股三大指数集体上涨，恒生指数ADR上涨，按比例计算，收报24924.24点，较香港收市升13.61点或 0.05%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADRICA | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 00700 | 568.500 | +9.500 | 1.70% | TCEHY ...

Core Insights - The Central Political Bureau of the Communist Party of China emphasized the need to effectively unleash domestic demand potential, with ongoing policy support expected to boost consumer confidence [1] - The retail sales of home appliances and audio-visual equipment, as well as furniture, have seen strong growth of 30.7% and 22.9% year-on-year respectively, driven by the old-for-new subsidy policy [1] - New consumption trends in China, represented by sectors such as tea beverages, trendy toys, light luxury goods, and pet products, are rapidly emerging and reshaping the market [1] - The "Z generation," born between 1995 and 2009, is becoming a core driver of the new consumption wave, contributing 40% of total consumption despite representing less than 20% of the population [1] - By 2035, the overall consumption scale of the Z generation is expected to quadruple to 16 trillion yuan, indicating significant structural growth opportunities as their purchasing power continues to rise [1]

从中华交易服务沪深港300指数持仓的市场板块来看，香港证券交易所占比51.90%、上海证券交易所占 比29.49%、深圳证券交易所占比18.61%。 从中华交易服务沪深港300指数持仓样本的行业来看，金融占比30.07%、可选消费占比15.33%、通信服 务占比13.86%、信息技术占比9.29%、工业占比8.78%、主要消费占比6.14%、医药卫生占比5.21%、原 材料占比3.62%、能源占比2.88%、公用事业占比2.77%、房地产占比2.05%。 跟踪中华沪深港300的公募基金包括：大成中华沪深港300C、大成中华沪深港300A。 本文源自金融界 金融界8月6日消息，上证指数低开高走，中华交易服务沪深港300指数 (中华沪深港300，CES300)上涨 0.24%，报5026.56点，成交额3254.16亿元。 数据统计显示，中华交易服务沪深港300指数近一个月上涨4.45%，近三个月上涨8.56%，年至今上涨 13.22%。 据了解，中华交易服务(沪深港)互联互通指数系列由中华证券交易服务有限公司(中华交易服务)委托中 证指数有限公司(中证指数)进行编制，指数编制方案由中证指数以及中华交易服务共同确 ...