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港股異動 | 匯豐跌3%領跌香港銀行股 加P不及預期
格隆匯9月22日丨匯豐跌3.06%報45.95港元,領跌香港銀行股;渣打銀行跌2%,恆生銀行、東亞銀行跌1.6%,大新銀行跌1.5%,中銀香港跟跌。匯豐銀行宣佈,上調港元最優惠利率(P)0.125%,由年利率5%調高至5.125%,遜市場預計的加0.25%。市場預期其他香港銀行亦會一同調高P,標誌香港進入加息週期。渣打隨後表示,香港銀行年內有機會累加P息0.5%。渣打大中華區高級經濟師劉健恆不排除香港銀行會於未來兩次美聯儲議息時跟隨加P,但相信加息幅度未必緊跟美聯儲。劉健恆解釋,大小港銀各自面對不同資金成本壓力,會影響它們上調P的幅度,難以一概而論。他又認爲,香港銀行加P不會一步到位,港銀今日先加0.125%或屬審慎之舉,料香港銀行未來一、兩季將繼續考慮加P,不排除最終連加上本次0.125%在內今年累計加P幅度可接近0.5%。

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