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銀行股持續走高 成都銀行(601838.SH)拉昇漲停
格隆匯 08-11 09:43
格隆匯8月11日丨銀行股持續走高,成都銀行拉昇漲停,杭州銀行大漲超6%,常熟銀行、平安銀行、寧波銀行等紛紛上漲。中信證券銀行業首席分析師肖斐斐發文稱,二季度銀行利潤負增長,主要是讓利政策下撥備計提力度加大,以及市場利率波動的階段性干擾,預計下半年利潤大幅下台階可能性低。當前板塊估值底部已確認,配置空間逐漸出現,配置時間則需根據資金屬性把握,長線絕對收益資金能夠用時間換空間,短期相對收益資金仍需關注時間價值和市場風格。

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