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港股異動 | 內銀股繼續走強 郵儲銀行(1658.HK)升6%創新高
格隆匯1月7日丨郵儲銀行漲6%表現最佳,且股價創歷史新高,招商銀行漲超4%,光大銀行、民生銀行、浙商銀行漲超2%,中國銀行等紛紛跟漲。近期市場對銀行關注度在升高,一方面是地產方面債務問題階段性緩解,主基調仍然是房住不炒,但地產政策可能會有一定程度鬆動,包括地產開發貸、按揭貸款等方面。另一方面“適時降準”的表態,也反映出穩增長的政策基調,包括後續信用方面有一定寬鬆預期,加之近期低估值板塊的估值切換和防禦特徵,銀行板塊在春季行情中表現尤為突出。

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