报告还指出，来自中国的新移民及游客增加，支持对高收益银行保险产品的兴趣，而香港IPO势头强劲 亦为财富管理业务创造理想环境，预计银行业手续费增长可能超过先前市场普遍预期的低十位数增幅， 而保险费及服务收入至少会有十位数的增长。 2月3日，香港本地银行股集体拉升上涨，其中，渣打集团、汇丰控股齐创新高，分别上涨3.5%及 2.2%，中银香港涨约2%，大新银行集团涨超1%。 消息上，根据彭博产业研究，以汇控及中银香港为首的香港银行业，今年财富管理费用收入可能增长超 过20%，主要受基金销售、经纪收入及银行保险业务所推动。 责任编辑：栎树 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 02888 | 潜打集团 | 202.400 3.53% | | 00005 | 汇丰控股 | 137.600 2.15% | | 02388 | 中银香港 | 41.120 1.78% | | 02356 | 大新银行集团 | 11.010 1.19% | 港股频道更多独家策划、专家专栏，免费查阅>> ...

香港本地银行股集体拉升上涨，其中，渣打集团、汇丰控股齐创新高，分别上涨3.5%及2.2%，中银香 港涨约2%，大新银行集团涨超1%。 本文源自：金融界AI电报 ...

香港本地银行股集体拉升上涨，其中，渣打集团、汇丰控股齐创新高，分别上涨3.5%及2.2%，中银香 港涨约2%，大新银行集团涨超1%。 报告还指出，来自中国的新移民及游客增加，支持对高收益银行保险产品的兴趣，而香港IPO势头强劲 亦为财富管理业务创造理想环境，预计银行业手续费增长可能超过先前市场普遍预期的低十位数增幅， 而保险费及服务收入至少会有十位数的增长。 | 代码 | 名称 | 最新价 涨跌幅 v | | --- | --- | --- | | 02888 | 渣打集团 | 202.400 3.53% | | 00005 | 汇丰控股 | 137.600 2.15% | | 02388 | 中银香港 | 41.120 1.78% | | 02356 | 大新银行集团 | 11.010 1.19% | 消息上，根据彭博产业研究，以汇控及中银香港为首的香港银行业，今年财富管理费用收入可能增长超 过20%，主要受基金销售、经纪收入及银行保险业务所推动。 ...

格隆汇2月3日丨入选了2026年格隆汇"全球视野"十大核心资产名单的汇丰控股(0005.HK)涨3.12%，报 138.9000港元，股价创历史新高，总市值23856.41亿港元。 ...

Group 1: Federal Reserve and Kevin Walsh - Kevin Walsh has been confirmed as Trump's pick for Fed chair, known for his criticism of the central bank and calls for a reduction in its balance sheet [1] - Walsh is expected to be well-received by policymakers due to his previous experience as a Fed governor and his persuasive arguments [2] - The announcement of Walsh's appointment has been a catalyst for market reactions, with expectations of a stable Fed independence [9][10] Group 2: Market Reactions and Economic Indicators - Treasuries have remained steady despite volatility in other asset classes, with the 10-year yield at 4.218% [3] - The dollar experienced its largest rally since May, gaining approximately 210% over the past week, indicating challenges to US exceptionalism [4] - Bitcoin fell below $80,000 for the first time since April, reflecting a broader pullback from riskier assets amid a global sell-off [5] Group 3: Earnings Season and Market Expectations - Over 100 S&P 500 companies, including major firms like Amazon and Alphabet, are set to report earnings this week, with expectations of better-than-expected results [14][15] - In the US, earnings revisions are outpacing those in Europe, with consensus expectations for seven of the eleven S&P sectors to show sequential declines despite strong overall performance [17] - The stronger euro is impacting European multinationals, but expectations have already been adjusted, suggesting limited downside surprises [19] Group 4: Emerging Markets and Asia - Emerging market equities and rates are viewed positively, with expectations of reduced volatility benefiting high beta assets [22] - Asian markets, particularly Korea, have seen significant gains despite recent pullbacks, indicating a normalization after a period of frenzy [23] - The weaker dollar is expected to support a favorable earning setup for Asian equities and emerging markets overall [24]

机构：中信建投证券 研究员：马鲲鹏/李晨/王欣宇 核心观点 汇丰控股私有化恒生银行的核心战略目标在于投资香港、进一步提高香港地区财富管理等核心业务的竞 争力和盈利能力。私有化完成后，预计将在少数股东权益减少、成本收入比压降、财富管理业务量价双 升等三方面，显著提振汇丰控股ROTE 近2pct，即从当前16%左右向上突破至18%-19%，达到全球银行 业一流水平。当前市场对恒生私有化业绩提升效果的预期，无论是影响范围、还是提升幅度，均不充 分，上调汇丰控股目标价至180 港元（2.25 倍PTB），维持买入评级和银行板块首推。 摘要 3）最重要的是，私有化及业务深度融合后，恒生的财富管理业务有望实现"量高增+价提升"，进一步提 振汇丰ROTE 约1pct。 恒生财富管理业务的AUM 增速及单位AUM 收益率，较汇丰香港及汇丰集团均有明显差距。私有化 后，AUM 增速及单位AUM 收益率有望逐步向汇丰靠拢，若恒生AUM 增速看齐汇丰的20%-30%、单位 AUM 费率看齐汇丰的0.6%-0.7%，财富管理收入将提振汇丰集团口径ROTE 约1pct。当前市场对私有化 的营收贡献预期极不充分。 上调汇丰控股目标估值至 ...

就在斯塔默访华期间，利物浦市议会1月29日宣布，中国奇瑞商用车公司将把欧洲总部设在利物浦。这 是奇瑞在欧洲设立的首个总部项目。论坛现场的利物浦市议会首席执行官陆睿德对北京日报客户端记者 说，利物浦对能够获得这次重大投资感到非常自豪。中国在高科技领域的先进能力，为与利物浦企业合 作提供了机会。 迈凯伦新任首席执行官尼古拉斯·柯林斯告诉北京日报客户端记者，自己每年差不多来中国6次，了解中 国的机遇和发展速度，但8年来还是第一次以英国贸易代表团成员的身份来到中国。他坦言不喜欢用"黄 金时代"这样的定义来衡量双边关系，但双方之间无疑有更多机遇。中国是世界最大的汽车市场，对任 何汽车制造商来说都至关重要。 聂智恒说，汇丰一直在整个中国市场不断拓展业务，刚刚完成了恒生银行的私有化，投资超过1000亿港 元。2025年，他们在深圳启用了新的办公大楼，将全球首家培训中心项目设在广州南沙。聂智恒说，中 国中产阶级不断壮大，需要更好的财富管理，汇丰正面向这一客户群体不断完善产品和服务，提升自身 实力。 地缘政治对经贸合作的影响日益显著。英国等西方主要国家与美国的紧张关系是斯塔默本次访问的重要 背景。柯林斯说，商业能在生活中将人们 ...

Core Viewpoint - HSBC Holdings has reported that its banking operations in Hong Kong, which previously faced interruptions, are "gradually returning to normal" [1] Group 1: Operational Issues - HSBC's mobile banking application in Hong Kong was inaccessible due to a technical issue on Friday afternoon [1] - The bank's computer network across Hong Kong also experienced failures, impacting local branches [1] Group 2: Customer Base and Services - HSBC is the largest bank in Hong Kong, serving over 6 million retail customers [1] - The bank's services include transaction banking, loans, wealth management, and insurance products [1]

Core Insights - HSBC UK, in partnership with Sage, is launching a digital tax reporting tool named My Business Finances to assist business owners in adapting to the Making Tax Digital for Income Tax (MTD) regulations starting in April [1][3] Group 1: Product Features - My Business Finances integrates Sage's technology within HSBC UK's business banking platform, allowing users to manage accounts and file tax returns online without needing separate accounting software [1][3] - The tool will also facilitate bookkeeping and invoicing directly from the HSBC UK business account, streamlining financial management for small businesses [2][3] - The service aims to simplify tax compliance, which can be time-consuming and costly, by consolidating invoicing, accounting, and tax compliance into one platform [3][5] Group 2: Target Audience - Initially, My Business Finances will be available to sole traders and landlords, who will be directly impacted by the upcoming MTD changes [4] - The collaboration is designed to support small companies and self-employed individuals in transitioning to a fully digital tax administration [3][4] Group 3: Strategic Intent - HSBC UK aims to help small businesses save time and focus on growth by reducing the administrative burden associated with tax compliance [2][3] - The integration of Sage's accounting capabilities into HSBC UK's platform is intended to make financial management more effortless and accessible for users [5]

Core Viewpoint - HSBC is making a concerted effort to rebuild its investment banking business in Hong Kong to increase its market share in the IPO sector after missing the 2025 listing boom [1] Group 1: Company Strategy - HSBC served as the lead sponsor for only one out of over a hundred listing projects on the Hong Kong Stock Exchange last year [1] - The head of HSBC's corporate and institutional banking division, Michael Roberts, emphasized the company's focus on expanding its presence in the Hong Kong IPO market [1] - HSBC plans to recruit bankers from China to enhance its equity capital markets team in the region, aiming to capitalize on the trend of Chinese companies listing in Hong Kong [1] Group 2: Market Context - Roberts noted that IPO activity in Hong Kong currently surpasses that of London, indicating a strategic shift towards markets with higher growth potential [1] - The company acknowledges that it may have been late in increasing resources in this area but has a proactive plan to enhance its capabilities in China [1]