<p>美银证券在一份研究报告中表示，工商银行（01398.HK）+0.084 (+1.229%) 的短期卖空金额为 2.3626 亿美元；比例为 33.241%。该行在第一季度实现了稳健的增长。净利润在扣除额外一级（AT1）债券分配前达 869 亿元人民币，同比增长 3.3%。核心收益同比增长 9.2%，占美银证券 2026 财年全年预测的 29%。核心一级资本充足率环比下降 31 个基点至 13.26%。</p>
<p>鉴于上述业绩，美银证券将对工商银行 2026 年至 2028 年的盈利预测上调 2% 至 3%。工商银行 H 股的目标价从 7.3 港元上调至 7.6 港元，而工商银行（601398.SH）-0.020 (-0.268%) A 股的目标价则从 8.15 元人民币上调至 8.48 元人民币。该券商重申对工商银行 H 股的买入评级，并将 A 股评级从中性上调至买入。（hc/da）（香港股票报价延迟至少 15 分钟。短期卖空数据截至 2026-05-04 16:25。）（A 股报价延迟至少 15 分钟。）</p>
<p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>

工商银行

<p>BofAS 将工商银行 H 股的目标价从 7.3 港元上调至 7.6 港元，原因是第一季度增长强劲，税前净利润达到 869 亿元人民币，同比增长 3.3%。核心收益同比增长 9.2%，占 BofAS 2026 财年预测的 29%。核心一级资本充足率下降至 13.26%。BofAS 将工商银行 2026-2028 年的盈利预测上调 2% 至 3%，并重申对 H 股的买入评级，同时将 A 股的评级从中性上调至买入</p>

<p>BofAS said in a research report that ICBC (01398.HK) +0.084 (+1.229%)  Short selling $236.26M; Ratio 33.241%  delivered solid growth in the first quarter. Net profit before additional tier-1 (AT1) bond distributions amounted to RMB86.9 billion, up 3.3% YoY. Core earnings increased 9.2% YoY, accounting for 29% of BofAS' full-year fiscal 2026 forecast. The core tier-1 capital adequacy ratio declined 31 bps QoQ to 13.26%.</p>
<div class="lb-trans"><p>美银证券在一份研究报告中表示，工商银行（01398.HK）+0.084 (+1.229%) 的短期卖空金额为 2.3626 亿美元；比例为 33.241%。该行在第一季度实现了稳健的增长。净利润在扣除额外一级（AT1）债券分配前达 869 亿元人民币，同比增长 3.3%。核心收益同比增长 9.2%，占美银证券 2026 财年全年预测的 29%。核心一级资本充足率环比下降 31 个基点至 13.26%。</p>
</div><p>In light of the above results, BofAS raised its earnings forecasts for ICBC for 2026 to 2028 by 2% to 3%. The TP for ICBC H-shares was lifted from HKD7.3 to HKD7.6, while the TP for ICBC (601398.SH) -0.020 (-0.268%)  A-shares was raised from RMB8.15 to RMB8.48. The broker reiterated its Buy rating on ICBC H-shares and upgraded the A-share rating from Neutral to Buy. (hc/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-04 16:25.) (A Shares quote is delayed for at least 15 mins.)</p>
<div class="lb-trans"><p>鉴于上述业绩，美银证券将对工商银行 2026 年至 2028 年的盈利预测上调 2% 至 3%。工商银行 H 股的目标价从 7.3 港元上调至 7.6 港元，而工商银行（601398.SH）-0.020 (-0.268%) A 股的目标价则从 8.15 元人民币上调至 8.48 元人民币。该券商重申对工商银行 H 股的买入评级，并将 A 股评级从中性上调至买入。（hc/da）（香港股票报价延迟至少 15 分钟。短期卖空数据截至 2026-05-04 16:25。）（A 股报价延迟至少 15 分钟。）</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
<div class="lb-trans"><p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>
</div>

BofAS Raises ICBC  TP to HKD7.6, Solid 1Q Growth

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美银证券将 ICBC 目标价上调至 7.6 港元，第一季度表现稳健