分析师:随着2026年降息预期渐近,财富流动与东盟发展势头将为DBS、OCBC和UOB提供支撑
资产质量趋势仍是值得关注的领域,但银行或已为此类风险作出预先拨备
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本文由AI辅助翻译
【新加坡】新加坡三大本地银行在2025财年结束时表现稳健。更强劲的手续费和财富管理收入帮助抵消了利率下降带来的压力,而拨备缓冲则使资产质量在迈向2026年之际基本保持稳定。
随着市场预计2026财年的进一步降息将对利润率构成压力,关注点正转向亚细安的贷款增长和持续的财富流入,将其视为下一阶段的业绩驱动力,尽管资产质量趋势仍是一个值得关注的领域。
分析师表示,尽管存在关税相关的波动,但亚细安内部的贸易和投资流动预计仍将是中期的支柱。
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