港股異動丨銀行股走強 銀行一季度業績超預期
格隆匯4月29日丨銀行股走強,港股市場中光大銀行(6818.HK)以近4%的漲幅領漲,招行(3968.HK)漲2.35%。A股市場中常熟銀行(601128.SH)漲超4%。4月28日晚,十餘家上市銀行先後發佈2020年第一季度財報。總體來看,工商銀行、建設銀行、農業銀行、交通銀行、郵儲銀行總資產規模實現穩定增長,歸母淨利潤增速在1.80%-8.50%之間。標普信評近日發佈研究報告表示,受新冠肺炎疫情影響,大型國有商業銀行的資產質量和盈利水平在2020年或將面臨壓力,但預計六大行整體資本充足水平將不會受到顯著影響,總體信用質量將保持穩定。與此同時,多家券商分析師看好銀行板塊。新時代證券分析師鄭嘉偉表示,2020年上市銀行一季報營收和利潤增速或為年內低點,後續隨着復產復工進度加快,資產質量有望逐步修復,銀行板塊整體將迎來投資的春天。除五大國有行外,最近一週,多家上市銀行也已發佈一季報。無論是淨利增速還是資產質量水平,都遠超市場預期。
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