A股異動 | 銀行股逆市拉昇 1月社融信貸數據開門紅大超預期
格隆匯2月11日丨銀行股逆市拉昇,城商行漲幅居前,蘭州銀行和成都銀行均漲近6%。中信建投研報認為,1月社融信貸數據開門紅,大超預期,地方債發行量同比多增,信貸結構持續優化。展望2022年,在寬信用穩經濟的外部大環境中,社融和信貸新增量預計將保持穩步擴張,M1預計在2月將顯著反彈,M1拐點後經濟的觸底回升將持續印證。重申在寬信用、穩經濟大邏輯下看好銀行板塊,更看好在板塊邏輯通順的大背景下,優質銀行的業績優勢和估值提升潛力。中信證券指出,近期銀行板塊景氣度顯著提升,反映“穩增長”和市場尋求低估值區域共振的影響,銀行從快速上漲期步入平穩表現期,預計3月份之後在經濟預期穩定後逐漸步入基本面驅動的行情區間,建議關注全年維度配置價值。

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