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板块异动 | 银行股AH两地大涨,工商银行H股涨超5%,分析称基金调仓

uSMART盈立智投3月3日消息,周三港A两市,银行股全线爆发,午后涨幅进一步扩大,港股方面,截至13:34分,恒生中国内地银行指数涨4.87%,招商银行、农业银行午后涨超6%,邮储银行、工商银行涨超5%,建设银行涨超4%,中国银行、中国光大银行、民生银行、中信银行涨超3%。

东兴证券分析师刘嘉玮指出,利率上行银行股等受益,加上估值便宜和资金从抱团股中回流,银行保险表现比较好;降准市场一直都有预期。

东吴证券分析师马祥云指出,长期逻辑利率上行是利好银行保险,叠加前两天该板块跌多了。

旭方投资合伙人王晨表示,银行去年因为疫情提了不少拨备,2021年估计净利润增速会不错。所以相对估值就不贵了。今天涨跟基金调仓有关,资金从大消费流出,往大金融流。

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