大摩：亚太金融股中看好汇丰控股(00005)及渣打集团(02888)等受惠股息及股份回购

智通财经2025-03-11

智通财经APP获悉，摩根士丹利发表亚太区金融行业报告，看好股东总回报较高的新加坡及中国香港的银行股，但对于对新兴市场东盟区内的银行股看法不太正面。该行料亚太区银行今年第二季前景将由宏观事件所主导，对于东盟银行而言，争论可能围绕利率的影响(不确定的走势使投资者专注于防御性股票)，以及任何潜在关税的影响可能会对中国内地产生直接影响(并进而影响中国香港)，以及对供应链向东盟的迁移产生影响。在这种环境下，...

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大摩：亚太金融股中看好汇丰控股(00005)及渣打集团(02888)等 受惠股息及股份回购

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大摩：亚太金融股中看好汇丰控股(00005)及渣打集团(02888)等受惠股息及股份回购