銀行股集體上漲 板塊整體有望迎來估值修復
格隆匯11月3日丨銀行板塊持續走強,廈門銀行大漲超8%,招商銀行、光大銀行漲超4%,杭州銀行、成都銀行漲超3%,興業銀行、華夏銀行、青農商行等集體上漲。37家A股上市銀行三季報披露已收官。從數據來看,減費讓利以及大幅計提信用減值損失的壓力正在逐步消退,業績整體表現基本符合市場預期,主要指標逐步恢復增長。區域性銀行的營收、淨利同比增速大多恢復正增長;國有大行、股份行仍然增收不增利,但淨利同比增速降幅已收窄,其中部分銀行第三季度淨利同比增速恢復正增長,反映盈利能力的關鍵指標——息差水平普遍回升。光大證券表示,目前銀行股估值低廉,A股、H股均為歷史低位水平,尤其是H股部分國股銀行估值創歷史新低,隨着三季度財報季臨近,對悲觀預期的消化、機構投資者的低倉位以及經營的自身穩定性,決定了很可能正在形成銀行板塊的中期買點。

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