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銀行股集體走強 招商銀行和平安銀行漲超4%
格隆匯1月20日丨今年整體表現強勢的銀行股今日漲勢繼續。截至半日收盤,蘭州銀行和齊魯銀行漲停,平安銀行和招商銀行漲超4%,瑞豐銀行、寧波銀行、杭州銀行和興業銀行漲超3%,建設銀行、浦發銀行、滬農商行漲超1%。消息面上,此前宣佈的MLF利率下降,以及今日央行宣佈1年期LPR下調10個基點,5年期LPR下調5基點,將帶動貸款定價下行,利好實體企業綜合融資成本穩中有降,對信貸需求形成支撐。分析人士指出,銀行息差短期會有一定壓力但同時有望受益信貸需求層面的改善,實現以量補價。另外,從近期披露的年度業績快報來看,上市銀行基本面整體平穩,業績持續向好、資產質量優化,對板塊和個股表現形成支撐。

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