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Bernstein:首予工行(1398.HK)“優於大市”評級 招行(3968.HK)為國有銀行以外最佳
格隆匯 11-13 13:41

Bernstein發表研究報告指,中資銀行面臨的負面因素已在股價反映,投資者應維持中性配置。考慮到目前估值,該行認為工商銀行(1398.HK)最有吸引力,首予“優於大市”評級,並首予建設銀行(0939.HK)及招商銀行(3968.HK)與大市同步”評級,指出招行為國有銀行以外最佳。

該行又指,內地住宅部門的資產風險可控,貸款增長預計尚可,利率改革的影響也不會太差

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