Market Overview - Hong Kong stock market opened positively with Hang Seng Index up 0.73%, National Enterprises Index up 0.63%, and Hang Seng Tech Index up 0.56% [1][4] - Major blue-chip stocks like HSBC Holdings rose by 2.23%, Zijin Mining by 2.21%, China Ping An by 1.65%, and JD Group by 1.5% [1][4] - New Oriental saw a decline of 3.56%, Haidilao down 0.75%, and Trip.com down 0.72% [1][4] Company Highlights - CloudWalk Technology (云知声) opened high at 10.56%, expecting to achieve revenue from large model-related businesses of approximately RMB 600 million to 620 million for the fiscal year ending December 31, 2025, representing a year-on-year growth of about 1,057% to 1,095% compared to RMB 51.87 million for the fiscal year ending December 31, 2024 [1][4] - China Gold International (中国黄金国际) opened up 3.76% and provided production guidance for 2026, estimating copper production at approximately 140 million to 149 million pounds (about 63,500 to 67,500 tons), gold production at approximately 70,732 to 75,554 ounces (about 2.2 to 2.35 tons), and silver production at approximately 4.18 million to 4.82 million ounces (about 130 to 150 tons) from the Jiamar Mine [5] - Vanke Enterprises (万科企业) opened up 2.49%, announcing that its major shareholder, Shenzhen Metro Group, will provide a loan of up to RMB 2.36 billion for repaying bond principal and interest, with a loan term of 36 months [6] Financial Activities - Vanke also reported that the extension proposal for the principal repayment of its medium-term notes "22 Vanke MTN004" and "22 Vanke MTN005" was approved unanimously at a bondholder meeting [6] - Cao Cao Travel (曹操出行) opened down 1.96%, planning to place 12 million shares at HKD 32.46 per share, which represents a discount of approximately 8.97% compared to the last trading day's closing price, with expected total proceeds of about HKD 389.52 million [6]

20.846gu data.com IWPB国际财富管理及卓越理财 延续近期涨势，入选了2026年格隆汇"全球视野"十大核心资产的汇丰控股(0005.HK)今日盘中再度涨近 3%至138.4港元，再创历史新高，市值达2.38万亿港元。汇丰控股(0005.HK)月内累涨近13%。 恒生银行周二(1月27日)收市后正式退市，撤销其53年上市地位。汇丰行政总裁艾桥智在报章发表公开 信，指虽然恒生不再是上市公司，但将继续秉承传统，开展新篇章。艾桥智表示，恒生与汇丰自创立以 来与香港携手并进。"永恒生长"是共同承诺，代表对香港的未来充满信心，也体现了恒生银行在香港的 独特地位。恒生银行将维持独立运作，拥有自身的管治架构、品牌、分行网络，以及客户定位。透过结 合两家银行的传统、恒生扎根本地的优势，以及汇丰通达全球的网络，会继续为家庭、中小企、创业 者、投资者及企业开拓更多新机遇。 CIB企业及机构理财 getonghui.gom 亚洲财富管理业务扩张是2026年最主要的收入与利润增长点,IWPB 业务16%的资 本回报率显著高于集团平均水平 2026年将恢复股份回购计划并维持稳定的股息政策，回购总额预计50-100亿美元 ...

◎记者 陈佳怡 申畅是渣打银行（新加坡）有限公司中资企业海外事业部执行总监，也是渣打银行负责东盟市场的"走 廊银行家"。谈起近期的工作节奏，她告诉上海证券报记者："以前年底到圣诞、元旦，多少能有时间放 松一下，现在却一直很忙，业务要推进、项目要落地、政策要解读，节奏根本慢不下来。" 这种节奏的转变，早已超出个体感受，成为中企出海进入"深耕时代"的直观注脚。"机遇不断涌现""中 企出海仍是大势所趋""创新技术会是中企出海的核心竞争力"……近期，上海证券报记者采访了多位外 资金融机构相关负责人，他们普遍看好服务中企出海的业务前景，并表示将持续扮演好外资金融机构 的"桥梁"作用，持续加大服务中企出海的资源配置。 在这一过程中，出海模式、行业赛道、区域布局等诸多维度在发生深刻变革。洪纪伦表示，这些变化包 括：从制造业到新能源、新消费等新兴产业，从加工为主向全球价值链上游转移，从并购到绿地投资， 从以国企为主到民企引领，从单一流向到全球布局和建立区域中心等。 具体到东盟市场，申畅观察到，早期（2018年左右）中企出海主要是将东盟作为生产加工基地，进行来 料加工后出口欧美，形成了越南制造、泰国制造、马来西亚制造等模式。如 ...

Group 1 - HSBC has reported a significant increase of 200% [1][2] - The context of the increase relates to the performance of gold and silver [1][2] Group 2 - Ernest Hoffman is identified as a Crypto and Market Reporter for Kitco News with over 15 years of experience [3] - Hoffman has a background in establishing a web-based audio news service and producing economic news videos [3]

金吾财讯 | 汇丰控股(HSBC)盘前涨逾3%，截至发稿，报87.620美元。 消息面上，汇控将关闭在新加坡金融区的重要分行，并在同一栋大楼内开设财富中心，显示集团致力向 新加坡富裕客户加强服务。 根据发给客户的通知，位于莱佛士坊的分行将于2月28日关闭。发言人表示，集团预计2月在新置地大厦 开设财富管理中心，强调新加坡仍然是集团的优先市场，在当地的网点布局将保持不变。 金吾财讯 | 汇丰控股(HSBC)盘前涨逾3%，截至发稿，报87.620美元。 消息面上，汇控将关闭在新加坡金融区的重要分行，并在同一栋大楼内开设财富中心，显示集团致力向 新加坡富裕客户加强服务。 根据发给客户的通知，位于莱佛士坊的分行将于2月28日关闭。发言人表示，集团预计2月在新置地大厦 开设财富管理中心，强调新加坡仍然是集团的优先市场，在当地的网点布局将保持不变。 ...

Core Insights - Several of the UK's largest banks, including HSBC and NatWest, are expected to increase their profitability forecasts as they prepare to release annual results in the coming weeks [1] - HSBC is anticipated to raise its return on tangible equity (ROTE) guidance, currently at "mid teens or better," while NatWest may revise its 2027 ROTE target from 15% to 17% [1] - Barclays is also expected to improve its ROTE target, which was previously projected at a minimum of 12% for 2026 [2] Group 1: UK Banks - The upcoming earnings releases for Barclays and HSBC are scheduled for 10 February and 25 February, respectively [2] - Lloyds Banking Group may also revise its profitability targets later this year [2] - Major UK banks are expected to lift profitability targets, indicating a positive outlook for the sector [4] Group 2: Continental Europe Banks - Banks across continental Europe have already upgraded profit expectations, suggesting that recent margin improvements could be sustainable [2] - Spanish lenders Santander and BBVA have successfully grown revenue while maintaining cost control [3] - Deutsche Bank has set an updated ROTE goal for 2028 of over 13%, exceeding its previous benchmark of 10% for 2025, with projected revenue growth from €32 billion ($38.06 billion) in 2025 to approximately €37 billion by 2028 [3][4] Group 3: Financial Targets - Deutsche Bank aims to achieve a cost/income ratio below 60% by 2028, improved from a target of below 65% for 2025 [4] - The bank plans to increase its payout ratio to 60% of net profit attributable to shareholders starting in 2026 [4]

Core Insights - Nearly 60% of the largest banks in the U.S. are either already offering Bitcoin-related services or expect to do so, indicating a significant trend towards Bitcoin adoption in the banking sector [1][5] Group 1: Current Offerings and Initiatives - Major U.S. banks such as JPMorgan Chase have launched Bitcoin trading services, while Citigroup, Wells Fargo, Goldman Sachs, and Morgan Stanley provide Bitcoin exposure primarily to high-net-worth clients [2] - U.S. Bank and BNY Mellon are among the first systemically important banks to offer custody services for Bitcoin [3] - PNC Group has launched both Bitcoin custody and trading services, while State Street and HSBC's U.S. operations have announced custody plans [5] Group 2: Exploratory Stages and Recommendations - Some banks, including Citigroup and Fifth Third, are still in the exploratory stages regarding custody and trading offerings [6] - Bank of America has recommended that clients allocate up to 4% of their portfolios to cryptocurrencies, reflecting a shift in stance even among banks without direct Bitcoin products [4][9] - Bank of America also plans to initiate coverage of four U.S.-listed spot Bitcoin exchange-traded funds (ETFs), which provide direct exposure to Bitcoin [10] Group 3: Banks Yet to Enter the Market - Despite the growing momentum, a significant minority of large U.S. banks have not yet announced Bitcoin-related products or plans, with nine banks remaining on the sidelines [7][8][11]

每经AI快讯，1月27日，汇丰控股美股盘前涨近3%，最新报87.62美元，势创历史新高。 ...

Shares in HSBC rose as much as 3% to a new record high on Tuesday, briefly lifting the bank's market value above $300 billion and putting it neck-and-neck with AstraZeneca for the top spot in London'... ...

Core Insights - HSBC Holdings has been selected as one of the "Top Ten Core Assets with Global Vision" for 2026 by Gelonghui, leading to a pre-market increase of nearly 3% [1] - The stock opened at a historic high, with HSBC shares in London rising by 3%, pushing its market capitalization to over $300 billion [1]