◎记者 陈佳怡 申畅是渣打银行（新加坡）有限公司中资企业海外事业部执行总监，也是渣打银行负责东盟市场的"走 廊银行家"。谈起近期的工作节奏，她告诉上海证券报记者："以前年底到圣诞、元旦，多少能有时间放 松一下，现在却一直很忙，业务要推进、项目要落地、政策要解读，节奏根本慢不下来。" 这种节奏的转变，早已超出个体感受，成为中企出海进入"深耕时代"的直观注脚。"机遇不断涌现""中 企出海仍是大势所趋""创新技术会是中企出海的核心竞争力"……近期，上海证券报记者采访了多位外 资金融机构相关负责人，他们普遍看好服务中企出海的业务前景，并表示将持续扮演好外资金融机构 的"桥梁"作用，持续加大服务中企出海的资源配置。 在这一过程中，出海模式、行业赛道、区域布局等诸多维度在发生深刻变革。洪纪伦表示，这些变化包 括：从制造业到新能源、新消费等新兴产业，从加工为主向全球价值链上游转移，从并购到绿地投资， 从以国企为主到民企引领，从单一流向到全球布局和建立区域中心等。 具体到东盟市场，申畅观察到，早期（2018年左右）中企出海主要是将东盟作为生产加工基地，进行来 料加工后出口欧美，形成了越南制造、泰国制造、马来西亚制造等模式。如 ...

Group 1 - HSBC has reported a significant increase of 200% [1][2] - The context of the increase relates to the performance of gold and silver [1][2] Group 2 - Ernest Hoffman is identified as a Crypto and Market Reporter for Kitco News with over 15 years of experience [3] - Hoffman has a background in establishing a web-based audio news service and producing economic news videos [3]

金吾财讯 | 汇丰控股(HSBC)盘前涨逾3%，截至发稿，报87.620美元。 消息面上，汇控将关闭在新加坡金融区的重要分行，并在同一栋大楼内开设财富中心，显示集团致力向 新加坡富裕客户加强服务。 根据发给客户的通知，位于莱佛士坊的分行将于2月28日关闭。发言人表示，集团预计2月在新置地大厦 开设财富管理中心，强调新加坡仍然是集团的优先市场，在当地的网点布局将保持不变。 金吾财讯 | 汇丰控股(HSBC)盘前涨逾3%，截至发稿，报87.620美元。 消息面上，汇控将关闭在新加坡金融区的重要分行，并在同一栋大楼内开设财富中心，显示集团致力向 新加坡富裕客户加强服务。 根据发给客户的通知，位于莱佛士坊的分行将于2月28日关闭。发言人表示，集团预计2月在新置地大厦 开设财富管理中心，强调新加坡仍然是集团的优先市场，在当地的网点布局将保持不变。 ...

每经AI快讯，1月27日，汇丰控股美股盘前涨近3%，最新报87.62美元，势创历史新高。 ...

Shares in HSBC rose as much as 3% to a new record high on Tuesday, briefly lifting the bank's market value above $300 billion and putting it neck-and-neck with AstraZeneca for the top spot in London'... ...

Core Insights - HSBC Holdings has been selected as one of the "Top Ten Core Assets with Global Vision" for 2026 by Gelonghui, leading to a pre-market increase of nearly 3% [1] - The stock opened at a historic high, with HSBC shares in London rising by 3%, pushing its market capitalization to over $300 billion [1]

Group 1 - HSBC indicates that if Japanese bond yields rise further, Malaysian and Mexican bond markets will face the greatest risk [1] - The analysis shows that Malaysia, Chile, and Mexico have "excessive risk exposure" regarding emerging market bonds and stocks held by Japanese investors [1] - A significant sell-off of Japanese government bonds could lead to a repatriation of overseas equity investments, with India and South Africa appearing vulnerable [3] Group 2 - The report highlights that the potential for arbitrage trade unwinding poses the "greatest risk," although the likelihood of such an event occurring in the short term is limited [3] - Recent sharp declines in Japanese government bond prices have led to a surge in yields to historical highs, causing global market volatility [3] - Concerns about excessive fiscal expansion have arisen following Prime Minister Fumio Kishida's proposed tax cuts and increased spending plans [3]

Core Viewpoint - HSBC has shown strong performance with a significant increase of nearly 30% from a low of 105 HKD, closing at 131 HKD on January 26, indicating a potential overbought signal as technical indicators suggest caution [1][3]. Group 1: HSBC Performance - HSBC's stock price rose by 0.77% on January 26, with a trading volume of 1.476 billion HKD, continuing its strong trend since late November [1]. - The stock is currently above its MA10 (128.44 HKD) and MA30 (123.89 HKD), with a high RSI of 73 indicating it is in the overbought territory [1]. - Technical indicators show 11 sell signals compared to only 3 buy signals, suggesting a need for caution regarding potential short-term adjustments [1]. Group 2: Other Banking Stocks - Other Chinese banks also experienced mild gains, with Agricultural Bank of China rising 1.32% and breaking above its MA10 (5.47 HKD), showing a buy signal [3]. - China Construction Bank increased by 0.66%, closing slightly above its MA30 (7.65 HKD) but below its MA10 (7.74 HKD), indicating a weak rebound with a buy signal [3]. - Bank of Communications and Postal Savings Bank showed slight increases but remain in weak zones, with both giving buy signals despite low RSI values of 24 and 35, respectively [3]. Group 3: Technical Analysis and Recommendations - HSBC's support level is identified at 126.6 HKD, with a potential drop to 122.4 HKD if this level is breached, while resistance is at 131.4 HKD [3]. - Selected high-value warrants for HSBC include Bank of China call warrants with leverage of 8.3 times and 12.1 times, suitable for investors expecting a breakout above resistance [7][8].

Group 1 - Citigroup has raised the target price for HSBC Holdings from 1320 pence to 1370 pence [1]

Market Overview - The Hang Seng Index (HSI) closed at 26,752.51, down by 13.01 points or 0.05% as of January 26, 16:00 Eastern Time [1] - The index reached a high of 26,826.45 and a low of 26,622.25 during the trading session, with a trading volume of 35.7947 million [1] - The 52-week high for the index is 27,275.90, while the 52-week low is 19,335.70, indicating a trading range of 0.76% [1] Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 132.695, up by 1.29% compared to the Hong Kong market close [2] - Tencent Holdings closed at HKD 600.708, reflecting a slight increase of 0.2% from the Hong Kong market close [2] - Alibaba Group (BABA) saw a decline of 1.96%, closing at HKD 165.200 [3] - Xiaomi Group (01810) decreased by 2.81%, closing at HKD 35.220 [3] - AIA Group (01299) remained unchanged at HKD 83.050 [3] Notable Stock Movements - New World Development (00016) experienced a significant increase of 3.93%, closing at HKD 119.000 [3] - Kuaishou Technology (01024) fell by 3.26%, closing at HKD 78.600 [3] - JD.com (09618) rose by 1.05%, closing at HKD 116.000 [3] - Ctrip Group (09961) increased by 1.40%, closing at HKD 492.200 [3]