Group 1 - Standard Chartered has revised its Bitcoin price forecast for 2025 from $200,000 to $100,000, and postponed the long-term target of $500,000 originally set for 2028 to 2030 [1] - The bank's analysis indicates that aggressive buying by companies like MicroStrategy has come to an end, and ETF inflows have significantly slowed down, with the current quarter's net inflow being only 5,000 Bitcoins, the lowest since the listing [1] - Future Bitcoin price trends will primarily depend on ETF buying activity [1]

Core Viewpoint - Standard Chartered has significantly reduced its multi-year price targets for Bitcoin, forecasting it will reach $100,000 by the end of 2025, down from a previous target of $200,000, while maintaining a long-term outlook of $500,000 but extending the timeline to 2030 [1] Price Performance - Bitcoin is currently trading at $90,600, down 1.3% over the past 24 hours, indicating a lack of upward momentum [2] Demand Expectations - The downgrade in Bitcoin's price outlook is attributed to a recalibration of demand expectations, with the end of a major demand source and slower-than-expected institutional adoption via exchange-traded funds (ETFs) being key factors [3] Market Dynamics - Future Bitcoin price increases are expected to be driven primarily by ETF buying, as aggressive corporate buying has diminished. Current quarterly inflows of 50,000 BTC are the lowest since the launch of U.S. spot Bitcoin ETFs, compared to 450,000 BTC purchased per quarter in late 2024 [4] Economic Influences - Political pressure on the Federal Reserve is impacting risk-on asset classes, with investors anticipating a quarter-point rate cut in the upcoming interest rate decision, which is contingent on the Fed Chairman's guidance for the following year [5] Monetary Policy Outlook - The potential appointment of Kevin Hassett to the FOMC could lead to easier monetary policy, encouraging investment in "hard" assets like Bitcoin as a hedge. A majority of users on prediction market Myriad expect Hassett to be nominated as Fed chair before March 2026 [6] Near-Term Outlook - Bitcoin's near-term outlook is heavily dependent on the outcome of the upcoming FOMC meeting, with analysts indicating that the cryptocurrency has retested the $90,000 level multiple times in recent weeks [7]

渣打集团(02888)发布公告，于2025年12月8日该公司斥资958.33万英镑回购58.26万股。 ...

格隆汇12月9日丨渣打集团(02888.HK)发布公告，2025年12月8日耗资958.33万英镑回购58.26万股。 ...

智通财经APP讯，渣打集团(02888)发布公告，于2025年12月8日该公司斥资958.33万英镑回购58.26万 股。 ...

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： 渣打集團有限公司 呈交日期： 2025年12月9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) | 02888 | 說明 | | | | | | | | 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 | 已發行股份（不包括庫存 ...

Core Viewpoint - Standard Chartered's stock price fell by 2% on October 8, underperforming the Hang Seng Index by 0.8 percentage points, potentially due to allegations of violating Iran sanctions and a £1.5 billion ($2 billion) settlement with investors [1] Group 1: Financial Impact - The actual settlement amount has not been disclosed, but the company stated that the settlement would not significantly impact its operating performance or financial condition [1] - JPMorgan expects the related expenditure to be classified as a special item by Standard Chartered in Q4 2025, which may lower the Common Equity Tier 1 (CET1) capital ratio and could limit share buyback potential in 2026 [1] - The negative impact on the CET1 capital ratio is anticipated to be less than approximately 13 basis points [1] Group 2: Investment Outlook - JPMorgan reiterated an "Overweight" rating for Standard Chartered with a target price of HKD 190 [1] - The forecast for Standard Chartered's CET1 capital ratio in Q4 2025 is 14%, with a projected share buyback of $2.5 billion in 2026 and a total return rate of 7.2%, the highest among banks in the Greater China region [1]

小摩预计，有关支出将于2025年第四季被渣打列为一项特殊项目，虽然对每股股息或正常化有形股本回 报率(ROTE)并无影响，但和解或会降低普通股权一级资本比率，并可能限制2026年股份回购的上行空 间。不过，小摩相信对普通股权一级资本比率的负面影响将低于约13个基点。小摩表示，上述事件并未 改变其对渣打投资观点，小摩又预测，渣打2025年第四季普通股权一级资本比率为14%，2026年股份回 购规模达到25亿美元，总回报率达7.2%，在大中华区各银行中最高。 智通财经APP获悉，摩根大通发布研报称，渣打集团(02888)的股价在昨日(8日)下跌2%，表现逊于恒生 指数0.8个百分点，当中可能与机构报道集团就违反伊朗制裁的指控，在英国以15亿英镑(20亿美元)与投 资者达成诉讼和解有关; 虽然渣打未披露实际和解金额，但公司声明该和解对集团的经营业绩或财务状 况影响不大。重申该股"增持"评级; 目标价190港元。 ...

智通财经获悉，渣打集团(02888)回暖近2%，截至发稿，涨1.9%，报171.7港元，成交额5263.4万港元。 小摩预计，有关支出将于2025年第四季被渣打列为一项特殊项目，虽然对每股股息或正常化有形股本回 报率(ROTE)并无影响，但和解或会降低普通股权一级资本比率，并可能限制2026年股份回购的上行空 间。不过，摩通相信对普通股权一级资本比率的负面影响将低于约13个基点。另外，小摩预测，渣打集 团2025年第四季普通股权一级资本比率为14%，2026年股份回购规模达到25亿美元，总回报率达7.2%， 在大中华区各银行中最高。 本文源自：智通财经网 小摩发布研报称，渣打集团股价在12月8日下跌2%，表现逊于恒生指数0.8个百分点，当中可能与市场 媒体报道集团就违反伊朗制裁的指控，在英国以15亿英镑(20亿美元)与投资者达成诉讼和解有关；虽然 渣打集团未披露实际和解金额，但公司声明该和解对集团的经营业绩或财务状况影响不大。 ...

每经AI快讯，渣打集团(02888.HK)回暖近2%，截至发稿涨1.9%，报171.7港元，成交额5263.4万港元。 ...