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板塊異動 | 銀行股AH兩地大漲,工商銀行H股漲超5%,分析稱基金調倉

uSMART盈立智投3月3日消息,週三港A兩市,銀行股全線爆發,午後漲幅進一步擴大,港股方面,截至13:34分,恆生中國內地銀行指數漲4.87%,招商銀行、農業銀行午後漲超6%,郵儲銀行、工商銀行漲超5%,建設銀行漲超4%,中國銀行、中國光大銀行、民生銀行、中信銀行漲超3%。

東興證券分析師劉嘉瑋指出,利率上行銀行股等受益,加上估值便宜和資金從抱團股中迴流,銀行保險表現比較好;降準市場一直都有預期。

東吳證券分析師馬祥雲指出,長期邏輯利率上行是利好銀行保險,疊加前兩天該板塊跌多了。

旭方投資合夥人王晨表示,銀行去年因爲疫情提了不少撥備,2021年估計淨利潤增速會不錯。所以相對估值就不貴了。今天漲跟基金調倉有關,資金從大消費流出,往大金融流。

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