FF305 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) 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7月21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 | | 庫存股份變動 | | | | | 事件 ...

Core Viewpoint - HSBC strategists indicate that the recent rise in Japanese long-term government bond yields suggests that the market has largely absorbed the results of the recent Senate elections in Japan [1] Group 1: Market Reactions - The significant increase in Japanese long-term government bond yields reflects market adjustments following the Senate election results [1] - The future trajectory of Japanese interest rates is expected to be positively correlated with the level of policy uncertainty [1] Group 2: Political Context - The ruling coalition in Japan faced losses in the recent elections, which may jeopardize ongoing US-Japan trade negotiations [1] - The Japanese government bond market was closed on Monday due to a public holiday, impacting trading activities [1]

华宝致远混合型证券投资基金（QDII） 本报告中财务资料未经审计。 本报告期自 2025 年 04 月 01 日起至 06 月 30 日止。 基金简称 华宝致远混合 基金主代码 008253 基金运作方式 契约型开放式 基金管理人：华宝基金管理有限公司 基金托管人：交通银行股份有限公司 报告送出日期：2025 年 7 月 21 日 华宝致远混合 2025 年第 2 季度报告 §1 重要提示 基金管理人的董事会及董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带责任。 基金托管人交通银行股份有限公司根据本基金合同规定，于 2025 年 07 月 17 日复核了本报告 中的财务指标、净值表现和投资组合报告等内容，保证复核内容不存在虚假记载、误导性陈述或 者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅读本 基金的招募说明书。 基金合同生效日 2019 年 11 月 27 日 报告期末基金份额总额 253,624,437.64 份 ...

来源：瑞恩资本RyanbenCapital 报道续指，汇丰与猎头公司MWM Consulting已加倍努力，重新联系在第一轮被排除、未获董事会面试 的候选人。目前正与数名潜在候选人接触，但遴选过程可能在杜嘉祺离职前无法完成，届时将由汇丰监 察委员会主席利伯特(Brendan Nelson)临时接任。 候选人还需至少熟悉亚洲，这一地区贡献了汇丰大部分利润。报道引述消息指，汇丰高管私下承认，他 们可能需要在某些标准上妥协，因意识到候选人可能不具备银行想要的所有经验。 英国《金融时报》引述知情人士称，在最初考虑的100多位候选人中，汇丰控股(00005.HK)很难找到足 够合适的人选进入最终名单，因此再次启动新一轮主席的遴选工作。 据知情人士透露，汇丰被迫再次筛选候选人，以接替杜嘉祺(Mark Tucker)担任银行业最具挑战性的职位 之一。 知情人士称，汇丰曾考察过多位高层，包括苏黎世保险集团行政总裁Mario Greco、高盛副主席Richard Gnodde、高盛亚太(日本以外)业务主管的Kevin Sneader等。 不过，董事会感兴趣的一些候选人无法参与，而其他候选人在被接触时婉拒。苏黎世保险的发言人表 ...

Core Viewpoint - HSBC's multiverse model suggests that the reasonable valuation for USD/JPY is between 146 and 152, but warns that various political, macroeconomic, and policy changes could trigger a rebound in the yen [1] Group 1: Factors Influencing Yen Rebound - Key factors for potential yen appreciation include a US-Japan trade agreement, the Federal Reserve restarting easing policies, or direct intervention in the foreign exchange market by Japan [1] - A US-Japan trade agreement with lower-than-expected tariffs could alleviate fiscal concerns and reignite expectations for Bank of Japan rate hikes, providing upward potential for the yen [1] - The anticipated Federal Reserve rate cut in September also poses an upside risk for the yen [1] Group 2: Intervention Thresholds - If the USD/JPY exchange rate falls between 155 and 160, it may trigger foreign exchange intervention by the Japanese Ministry of Finance [1] - Due to US scrutiny over currency manipulation, the threshold for such intervention may have been lowered [1]

匯豐(00005)今日(7月18日)午後延續升勢，截至13:25股價報98.1元，上漲0.46%。從技術面觀察，股價已成功突破所有重要均線，MA10(96.96元)與 MA30(94.68元)形成多頭排列，配合MA60(92.35元)的強力支撐，構築出穩健的上升通道。值得注意的是，RSI指標72已進入超買區域，但2.7%的5日振幅顯 示市場波動相對溫和，投資者情緒保持穩定。 關鍵位分析方面，下方95元構成即時支撐，若失守則可能下探91.7元；上方99元為短期重要心理關口，突破後將挑戰104.7元。技術指標呈現矛盾信號，雖然 MACD和保力加通道維持買入觀點，但動量指標出現頂背離，這種分歧往往預示著短期可能出現技術性調整。當前上升概率為53%，配合溫和放大的成交 量，顯示資金正有序流入這只金融龍頭股。 | 信號總結 | 賣出信號 中立信號 買入信號 | | --- | --- | | 賞) | | 衍生工具表現回顧 在7月16日的市場表現中，匯豐相關衍生工具展現出穩健的槓桿效應。摩通牛證56622和瑞銀牛證56446在正股上漲1.03%的背景下，兩日內均錄得9%的漲 幅，表現最為亮眼；瑞銀認購證13631和中銀 ...

据英国金融时报：在难以找到合适人选后，汇丰银行重启董事长招聘。 ...

Group 1 - Standard Chartered Group has announced the launch of spot trading services for Bitcoin (XBT/USD) and Ethereum (XET/USD) through its UK branch, becoming the first global systemically important bank to offer such services [1] - Major global systemically important banks (G-SIBs) including Citigroup, JPMorgan, Morgan Stanley, and others are actively engaging in the cryptocurrency sector, with JPMorgan recently introducing a stablecoin-like token named JPMD for institutional clients [1][2] - The U.S. Congress has passed three bills related to stablecoins and cryptocurrencies, indicating a move towards more favorable regulatory policies for the cryptocurrency market [3] Group 2 - European banks such as UBS, Deutsche Bank, and HSBC are also entering the cryptocurrency space, with UBS successfully piloting a blockchain-based cross-border payment solution and Société Générale issuing a euro-based stablecoin [4] - Several international banks are forming partnerships with Chinese institutions, with HSBC launching a tokenized deposit management solution in Hong Kong and Deutsche Bank collaborating with Ant Group to explore tokenized deposits and stablecoin solutions [4] - The establishment of more platforms and subsidiaries by major banks aims to build a cryptocurrency ecosystem, with JPMorgan, Citigroup, and Société Générale creating dedicated digital asset platforms [5] Group 3 - The behavior of stablecoin users is seen as a threat to traditional banking operations, as businesses increasingly prefer to hold stablecoins for payments and liquidity management, which could weaken banks' control over funds [6] - Banks are responding by seeking to create "tokenized deposits" to enhance liquidity and customer engagement while maintaining regulatory compliance [6]

Group 1 - The core viewpoint of the article highlights the performance and management details of the Western Gain Fund's Hong Kong Stock Connect New Opportunities Mixed A Fund, which has shown a net asset increase of 2.83% as of June 30, 2025 [1] - The fund manager, Tao Xingyan, has a strong background in quantitative finance and has held various positions in investment management prior to joining Western Gain Fund in 2019 [1] - The fund's recent share scale changes indicate a total net asset of 0.18 billion yuan, with a significant net asset change rate of -24.80% over the last period [2] Group 2 - The fund's performance metrics show a 3-month return of 16.63%, a 1-year return of 32.92%, and an overall return since inception of -34.23% [2] - The top ten stock holdings of the fund include major companies such as Tencent Holdings, Hong Kong Exchanges, and Alibaba, with a combined holding percentage of 39.68% [2] - Western Gain Fund Management Company, established in July 2010, is based in Shanghai and primarily engages in capital market services, with a registered capital of 370 million yuan [2]

Group 1 - The net asset of the fund "Changjin Hexin Hong Kong Stock Connect Quantitative Equity A" (007354) as of June 30, 2025, is 242 million yuan, representing a decrease of 2.69% from the previous period [1] - The fund manager, Dong Liang, has an extensive background in quantitative investment and has held various positions in notable financial institutions since 2003 [2] - The fund's recent performance shows a 14.9% return over the last three months and a 36.27% return over the past year, while the cumulative return since inception is -8.41% [3] Group 2 - The fund's top ten stock holdings include Tencent Holdings, Alibaba-W, HSBC Holdings, Xiaomi Group-W, and others, with a total holding percentage of 41.70% [3] - Changjin Hexin Fund Management Co., Ltd. was established in July 2014 and is based in Shenzhen, with a registered capital of 260.96 million yuan [3]