智通财经APP讯，汇丰控股(00005)公布，2025年9月26日于伦敦证券交易所耗资约2216.1万英镑回购约 214.01万股股份，于港交所耗资约1.53亿港元回购143.84万股股份。 ...

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9月29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 ...

小摩进行敏感度测试显示，对于汇控，2025年信贷成本潜在上升可能为6个基点，或2025年下半年年化 增加13个基点，将使汇丰2025财年盈利减少1.6%。在正面方面，摩通计算不良贷款处置可能导致因预 期损失过剩而释放13亿美元资本。即使考虑潜在盈利下行，核心一级资本比率的净影响可能为提升12个 基点，从而增加回购股份的容量。 摩根大通发布研报称，予汇丰控股(00005)目标价122港元，维持"增持"评级。机构上周曾报道，汇丰控 股已指示其子公司恒生银行(00011)处置其香港商业地产(CRE)组合内的不良债务。摩通认为，若消息兑 现，汇丰股价存在上行潜力，因资本释放的好处超过信贷成本潜在上升。 ...

小摩进行敏感度测试显示，对于汇控，2025年信贷成本潜在上升可能为6个基点，或2025年下半年年化 增加13个基点，将使汇丰2025财年盈利减少1.6%。在正面方面，摩通计算不良贷款处置可能导致因预 期损失过剩而释放13亿美元资本。即使考虑潜在盈利下行，核心一级资本比率的净影响可能为提升12个 基点，从而增加回购股份的容量。 智通财经APP获悉，摩根大通发布研报称，予汇丰控股(00005)目标价122港元，维持"增持"评级。机构 上周曾报道，汇丰控股已指示其子公司恒生银行(00011)处置其香港商业地产(CRE)组合内的不良债务。 摩通认为，若消息兑现，汇丰股价存在上行潜力，因资本释放的好处超过信贷成本潜在上升。 ...

Forget waiting 10 years for quantum computing to matter. IBM and HSBC are already using it to find hidden patterns in messy market data that classical computers tend to miss.British mega-bank HSBC (HSBC 1.36%) just achieved something remarkable with quantum computers from IBM (IBM 1.22%) -- 34% better predictions in bond trading using real market data. The companies announced this result in separate press releases this week, referencing a joint research paper with the thrilling title "Enhanced fill probabil ...

（文章来源：第一财经） 据报道，汇丰全球研究预测，到2026年，上证综指将达到4500点，沪深300指数将达到5400点，深证成 指将达到16000点，预计涨幅为17-20%。 ...

Market Overview - China's stock market has experienced a significant rally this year, driven by advancements in artificial intelligence, efforts towards chip self-sufficiency, and government initiatives to control price wars [1] - The mainland CSI 300 index has increased approximately 16% since the beginning of the year, nearing three-year highs, while the CSI 300 Information Technology Index reached its highest level since 2015 [2] Investor Behavior - Retail investors are a major force in the current equity rally, with around 90% of daily trading volume in China's onshore stock markets attributed to them, contrasting sharply with global exchanges where institutional investors dominate [3] - There has been a notable shift of retail investors moving funds from bank deposits into equity markets, indicating a change in investment strategy [3] Economic Context - Total Chinese household savings have reached over 160 trillion yuan (approximately $22 trillion), marking a record high, yet only 5% of these savings are invested in equities, suggesting potential for increased retail market participation [4]

Core Viewpoint - HSBC Holdings has confirmed that Brendan Nelson will serve as interim chairman starting October 1, as the search for a permanent successor to Mark Tucker remains unresolved [1] Group 1: Leadership Changes - Brendan Nelson joined the board in 2023 and has spent most of his career at accounting firm KPMG [1] - Nelson was designated as the interim chairman candidate in June 2023 [1] - Mark Tucker will continue as Group Chief Executive and strategic advisor to the board during the search for a permanent successor [1] Group 2: Organizational Restructuring - The leadership change occurs amid a significant restructuring led by Group Chief Executive Georges Elhedery [1] - HSBC has been reorganized into four new business divisions [1]

British Prime Minister Keir Starmer triggered fury Today as he revealed plans for UK digital ID, but are major banks planning to take the British pound (GBP) digital too? Britain’s biggest banks have launched live tests of “tokenized” sterling, digital versions of bank deposits designed for faster and more controlled payments. (Source – GBP USD, TradingView) Six lenders, Barclays, HSBC, Lloyds Banking Group, NatWest, Nationwide, and Santander, are taking part in the pilot, which is being coordinated b ...

Core Viewpoint - The recent decline in AI-related stocks, such as Oracle and Oaklo, raises questions about the sustainability of the AI trade, yet some analysts still advocate for US equities due to the potential of AI and broader tech sector growth [1][2][4]. Group 1: AI Market Dynamics - The current AI landscape is compared to the early days of the internet, suggesting that generative AI is still in its infancy, akin to the initial integration of modems and computers [3]. - The investment from Nvidia into OpenAI, potentially up to $100 billion, highlights the optimism surrounding future breakthroughs in AI technology [4]. - Despite recent weaknesses, the focus should shift to companies that will benefit from the adoption of generative AI, which is expected to drive significant earnings growth [7]. Group 2: Market Trends and Economic Factors - The market has seen a shift where growth stocks have outperformed value stocks, particularly led by the MAG7 tech companies, but a recalibration is anticipated [5][6]. - Earnings for the MAG7 are projected to slow from 23% to 15% between Q3 and Q4 of the next year, indicating a need to explore opportunities in the broader market [6]. - The Federal Reserve is expected to ease monetary policy further, which could support market stability and growth, with projections indicating two more rate cuts in Q4 [8][9]. Group 3: Inflation and Economic Projections - The Fed is currently managing higher year-over-year inflation, but month-over-month figures are showing improvement, allowing for potential easing [10]. - The influx of foreign direct investment (FDI) into the US suggests a strong economic position, although achieving the desired inflation target may be challenging due to excess liquidity [11][12].