銀行股集體上漲 工商銀行、建設銀行漲超3%
格隆匯11月27日丨銀行板塊漲幅擴大,成都銀行漲近5%,廈門銀行、工商銀行、建設銀行、張家港行漲超3%,中信銀行、寧波銀行、杭州銀行等集體上漲。業內人士認為,銀行板塊估值正在修復。年底銀行板塊出現上漲,主要源於機構資金迴流及避險情緒的上升。而銀行本身業績向好,也導致銀行受到機構青睞。中金公司曾發表研報稱,上市銀行信用成本高點、淨不良生成率高點、業績底部在二、三季度確認,自此銀行利潤增速有望陸續顯著提升,呈現為V型反轉,未來A股和H股銀行都有60%以上的上漲空間。華泰證券表示,隨着宏觀經濟逐步復甦,預計2021年上市銀行基本面繼續修復,有望創造悲觀預期修復機會,繼續看好2021年銀行股的配置價值。

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