A股異動 | 銀行股繼續走強 中國銀行升超5%創歷史新高
格隆匯5月9日丨銀行板塊繼續走強,西安銀行2連板,中國銀行升超5%創歷史新高,中信銀行、廈門銀行、浙商銀行、光大銀行等集體走強。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。華泰證券認為,銀行內部業績表現分化,農商行表現更優,各項盈利指標較22年均邊際提升。量價預期改善+板塊估值及基金持倉均處2010年以來低位,看好深耕實體、信貸彈性較強的銀行。

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