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中信建投:銀行板塊處於“政策強預期,基本面弱現實”的背景,期待政策發力

中信建投指出,一攬子穩經濟、寬貨幣的增量政策發佈後,市場悲觀預期有所緩解,經濟復甦預期改善,銀行估值在政策發力下有所修復。但實際宏觀經濟指標仍處於逐步修復的進程中,銀行板塊處於“政策強預期,基本面弱現實”的背景。期待本輪貨幣、財政政策發力後帶動經濟進一步復甦,從而推動銀行基本面迎來實質性改善。

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