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銀行股集體大漲!南京銀行漲停,招行漲超5%
格隆匯 03-03 13:44
格隆匯3月3日丨銀行股午後漲幅進一步擴大,板塊指數一度漲4.71%,個股中,南京銀行漲停,寧波銀行逼近漲停,杭州銀行漲超7%,常熟銀行、招商銀行、平安銀行、建設銀行均漲超5%。銀保監會主席郭樹清昨日表示,我國金融領域防範化解金融風險攻堅戰取得決定性成就。其中房地產金融化泡沫化勢頭得到遏制。據統計,去年20家上市銀行中,營收正增長的有18家,其中招商銀行、興業銀行、光大銀行、中信銀行、浦發銀行的營收超過1000億元。平安證券指出,從宏觀數據看,國內經濟仍在展現出良好的復甦勢頭,預計2021年國內經濟將會延續恢復態勢,貨幣政策方面,結合近期監管的表態,預計2021年流動性環境趨於收斂,經濟改善與貨幣政策收斂的宏觀環境,有利於銀行股獲取超額收益。天風證券認為,展望2021年,宏觀經濟恢復態勢已基本確定,政策寬鬆必要性下降,根據以往銀行股行情覆盤,銀行股上漲的基礎邏輯具備。伴隨基本面的恢復,銀行板塊2021年估值有望迎來修復。

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