港交所文件显示，汇丰控股(00005.HK)于7月15日在其他交易所回购了总计260万股股份，耗资2450万英 镑。 ...

Relentless dollar-selling is starting to look like a bubble — and will eventually pop, according to HSBC strategists https://t.co/cgEemmNAB4 ...

金十数据7月14日讯，汇丰银行外汇研究全球主管Paul Mackel表示，美国政策的变化，连同即将公布的 通胀数据，可能会主导本周美元的基调。预计6月CPI同比涨幅将较5月小幅上升。"美元正初步显示出以 更常规的方式对数据做出反应的迹象，因此，若数据疲软，将可能成为美元的绊脚石。"此外，对某些 国家（即巴西、加拿大、欧盟和墨西哥）和目标产品（如药品和铜）可能征收关税的公告将使不确定性 居高不下。虽然这些公告可能短期支撑美元，但还需要考虑其他政策风险，例如近期对美联储主席鲍威 尔就总部翻修成本的批评。 汇丰银行：美国政策转变可能主导本周美元走势 ...

Core Viewpoint - HSBC Holdings has shown strong year-to-date (YTD) and one-year (1Y) returns of approximately 22% and 38% respectively, driven by positive sentiment surrounding its restructuring and cost-cutting initiatives [1] Group 1 - HSBC is recognized as a prominent traditional bank with a global presence, operating in regions such as the UK, US, Asia, and the Middle East [1] - The bank's restructuring efforts and cost-cutting measures have contributed significantly to its recent performance [1] - The optimism regarding HSBC's future prospects is reflected in its substantial stock performance over the past year [1]

7月12日，据追风交易台消息，汇丰银行在最新报告中指出，近期数据显示，中国亚洲其他地区的出口量均创下历史新高，韩国二季度出口量环比增长也 表现强劲。然而，这一现象引发了一个谜题： 美国进口商如果确实在大规模囤货以规避更高关税，其库存理应大幅攀升，但实际数据并未显示如此明显的增长。 汇丰首席亚洲经济学家Frederic Neumann指出，虽然美国零售库存有所上升，但仅回到了2022年9月的峰值水平，与疫情期间的库存激增相比相形见绌。这 一反差可能有三种解释：数据滞后、保税仓库存储，或者美国终端需求超预期强劲。 报告称，如果是后者，意味着亚洲出口商可能避免此前市场担心的"前置出货"反噬效应。不过汇丰警告，高额关税最终仍将对亚洲出口造成重大冲击。 亚洲出口量创历史新高，美国库存仅温和增长 汇丰数据显示，中国大陆和新兴亚洲（除中国外）的出口量指数均达到历史高位。其中，韩国二季度出口量环比增长显著加速。 汇丰研究显示，尽管亚洲出口量大幅激增，但美国库存增长却相对有限，暴露出贸易前置效应的复杂性。 美国制造业进口增长在过去几个月大幅飙升，而欧洲进口则出现相反走势。这些进口商品的部分确实进入了美国零售商的仓库，推动零售库 ...

Climate Alliance - HSBC has exited the world's largest climate alliance for banks [1] - The climate alliance experienced an exodus of major US lenders earlier in the year [1]

Core Viewpoint - HSBC has decided to withdraw from the global banking sector's climate alliance, indicating a shift in its approach to climate-related commitments [1] Group 1: Company Actions - HSBC's exit from the climate alliance reflects a strategic decision that may impact its reputation and stakeholder relationships [1] - The move could signal a broader trend among financial institutions reassessing their commitments to climate initiatives [1] Group 2: Industry Implications - The withdrawal raises questions about the effectiveness and influence of climate alliances in driving sustainable practices within the banking industry [1] - Other banks may follow suit, potentially leading to a fragmentation of collective climate efforts in the sector [1]

AMD(AMD.O)上涨3.7%，汇丰控股将其评级由持有提升至买入。 ...

汇丰警告，一旦关税政策明朗化，当前的套利窗口将关闭并反转，过剩的铜将回流至全球市场，从而对铜价构成下行压力。同时，美国铜库存的累积可能 开始回落，短期需求也将受到负面影响。 关税冲击波：美国市场狂热，全球铜价跟涨 报告显示，特朗普宣布的50%关税直接推高了纽约铜价，当前纽约铜价较伦敦铜的溢价已达25%，显示市场对关税实施的预期强烈。 美国计划对进口铜征收50%的关税，这一政策或将于本月内生效，可能成为全球铜市场的重要转折点。 据央视新闻， 当地时间7月9日，美国总统特朗普在社交媒体平台上宣布，在收到一份严格的国家安全评估报告后，他宣布美国对铜征收50%的关税，自 2025年8月1日起生效。 据追风交易台消息，汇丰最新研报指出，随着50%的关税政策即将生效，卖家将为了实现高额溢价而将铜运往美国，买家则在关税生效前积极采购，导致 大量铜从国际市场分流至美国。这一行为虽然暂时推高了沪铜和伦敦铜的价格，但其基础并不稳固。 报告显示，上半年，伦敦铜的库存从271千吨下降至90千吨，沪铜库存从3月的377千吨降至6月的126千吨。随着美国对进口铜实施关税，这一趋势将逆 转。 当前，纽约铜库存已从93千吨激增至211千吨， ...

Core Insights - The latest HSBC global investor survey indicates that investors in mainland China are reducing cash holdings and showing an increasing willingness to invest [1] Group 1: Investment Trends - Investors are diversifying their portfolios across a wider range of asset classes, with a growing interest in alternative investments to balance portfolio risks [2] - The younger generation of investors in mainland China is more inclined to increase their allocation to alternative assets for further diversification [3][4] Group 2: Cash Allocation Changes - Over the past year, the cash allocation among mainland respondents decreased from 31% to 25%, with a more significant drop among younger investors, such as Generation Z (ages 21-28), whose cash allocation fell from 37% to 22% [5] - More than 45% of Generation Z and millennials (ages 29-44) plan to hold alternative assets in the next 12 months, reflecting a global trend towards alternative investments [5] Group 3: Global Asset Allocation - The survey results show a strong willingness among mainland investors for global diversified asset allocation, with over half of the respondents indicating intentions to allocate to overseas assets in the coming year [7] Group 4: Gold Investment - Gold remains a significant asset for risk diversification, with its allocation among mainland respondents rising from 7% to 15% over the past year, marking the largest increase among asset classes; three-quarters of respondents plan to hold gold in the next 12 months [8] Group 5: Confidence in Financial Decisions - Despite the changing market environment, the younger generation maintains strong confidence in their financial decision-making, with 87% of Generation Z and millennials believing they can achieve short-term wealth management goals [9] Group 6: Investment Strategy Outlook - In a loose monetary policy environment, investors are placing greater emphasis on the resilience of their asset portfolios, with over half (53%) of mainland respondents indicating that their investment strategies will become more balanced in the next year [10]