銀行板塊拉昇走強 多機構看好板塊估值修復行情
格隆匯11月30日丨銀行板塊拉昇走強,青島銀行、廈門銀行封板,常熟銀行漲超5%,建設銀行、平安銀行等跟漲。

中信證券表示,三季報以來,在經濟內生動能向好、宏觀政策迴歸常態背景下,今年以來壓制銀行板塊估值的因素緩和,估值如期上行。
廣發證券指出,隨着經濟繼續復甦,銀行業基本面上行的趨勢較為確定。當前板塊估值水平仍處於底部區間,相對優勢明顯。實體需求繼續向好,政策寬鬆的必要性下降,流動性環境可能逐漸走弱,銀行板塊整體有望迎來估值修復。
中泰證券指出,8月初轉看多銀行,繼續看好伴隨經濟修復帶來的銀行股估值修復行情。銀行基本面的穩健性、又處於歷史低位的估值、公募基金倉位在低位,增量資金持續進入股市,我們判斷銀行估值修復行情會持續。
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