銀行股持續大升 中國銀行逼近升停 多家機構看好估值修復
格隆匯5月8日丨中國銀行逼近升停,中信銀行、西安銀行雙雙封板,民生銀行、農業銀行、建設銀行、工商銀行、交通銀行等集體走強。華西證券指出,銀行一季度業績增速探底,後續信貸投放穩健下,疊加部分銀行存款掛牌利率補降有助於息差企穩,行業基本面景氣度有望向上改善,進一步催化估值的回升。廣發證券亦指,目前銀行估值仍在低位,股息率仍在高位,銀行板塊交易集中度仍低,結合基本面、資金面、政策面和社會預期面趨勢,預計銀行板塊存在系統性估值修復機會。

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