港股異動 | 內銀股繼續走強 郵儲銀行(1658.HK)漲超6%
格隆匯1月11日丨內銀股繼續走強,郵儲銀行(1658.HK)漲6.56%、招商銀行(3968.HK)漲5.43%、農業銀行(1288.HK)漲2%。中金研報指,內銀股目前處於業績“V”型反轉的起點,處於風險溢價因素反轉的起點,處於估值倉位反轉的起點。宏觀經濟復甦趨勢明確,信用條件向常態收斂,貸款定價隨需求走高,宏觀環境有利於銀行營業收入和資產質量端持續好轉。向前看,該行預計A股及H股銀行指數於2021年上漲空間有望超過各50%及60%,看好內銀H股多於A股,基於修復及增長邏輯。

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