港股異動丨銀行股再度走強 撥備覆蓋率新規持續發酵
格隆匯10月8日丨銀行股再度走強,港股市場中中國光大銀行(6818.HK)和重慶銀行(1963.HK)分別漲2.45%和2.36%。國慶長假歸來的A股市場銀行股延續了節前的強勢走勢,常熟銀行(601128.SH)漲6.5%領漲,光大銀行(601818.SH)漲逾4%,平安銀行(000001.SZ)漲逾3%,其股價再創歷史新高,市值超3100億。財政部在9月26日發佈的《金融企業財務規則(徵求意見稿)》提出,金融企業原則上計提的損失準備,不得超過規定最低標準的2倍。最新規定將使一些銀行未來的利潤得到更多釋放。中信證券表示,當前銀行板塊具備估值低、機構持倉低、ROE高的特點,建議關注配置價值。申萬宏源表示,市場對於銀行單方面讓利的錯誤認識正在修正,降低實體融資成本的前提是降低銀行負債成本,預計監管將進一步通過管理高息存款產品引導銀行負債成本進一步下降。
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