港A銀行板塊放量啟動 機構料銀行股第三季業績好於預期
格隆匯10月12日丨港A銀行板塊放量啟動,港股市場工商銀行和建設銀行漲超6%,兩者合計貢獻恆指漲幅約200點。A股市場則是中小銀行唱主角,寧波銀行以5.72%漲幅領漲,杭州銀行漲逾3%,今年迄今錄得超37%的漲幅。花旗發表報告預計,國內監管層面將會給予銀行更多自主決定權來披露三季度差異化的業績成長,料內銀股第三季業績好於預期。光大證券研報稱,鑑於經濟恢復之後的良性帶動,監管機構也將避免“一刀切”提出要求,這給予了不同銀行視自我狀況而釋放業績的空間。預計三季度上市銀行盈利增速將有所分化,主流銀行在累計盈利增速上將以-10%為錨,上下波動,總體表現好於市場預期。


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