港股異動丨內銀股走強 機構稱銀行板塊估值或迎來修復
格隆匯12月1日丨內銀股走強,交通銀行漲近5%領漲,郵儲銀行漲3.59%,招行漲3.32%。今年以來,銀行板塊整體表現平淡,年內市場表現跑輸大盤。銀行股整體估值處於歷史低位,多數銀行股處於“破淨”狀態。不過,從三季度銀行業主要監管指標以及近期調研情況來看,銀行板塊已出現回暖跡象。機構認為,投資銀行板塊的宏觀環境正在不斷改善中,估值或迎來修復。國君策略首席陳顯順在《先進後守,否極泰來——2022年A股策略展望》一文中表示,“2022年,盈利的穩定性疊加修復趨勢,價值將重回風格配置的舞台中央”!在行業配置方面推薦估值盈利性價比高的銀行板塊等。

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