港股異動 | 內銀股持續拉昇 工商銀行(1398.HK)漲4.5%
格隆匯9月8日丨內銀股持續拉昇,工商銀行(1398.HK)漲4.5%、農業銀行(1288.HK)漲4.4%。中銀證券指,進入9月,在市場對中報業績利空預期落地後,銀行估值安全墊進一步夯實。經過前期調整,目前銀行板塊具備低估值、低倉位的特點,認為隨着國內經濟形勢的逐步轉好,板塊後續季度配置意願有望提升,看好板塊絕對收益。東北證券指,中報業績披露完畢,商業銀行計提了大量撥備來抵禦潛在的風險。撥備計提雖然造成了利潤增速下滑,但是也可以觀察到銀行資產負債表更加健康,從長遠來説,是利好銀行的。隨着經濟的復甦回暖,銀行的經營壓力將得到緩解,估值具有修復空間。四季度銀行將迎來估值修復和切換雙重疊加行情,給與“優於大勢”評級。

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