A股異動丨銀行股拉昇 工行升超2%創新高 中行、農行、建行逼近新高
工商銀行升超2%再創歷史新高,市值超2.37萬億元,中國銀行、農業銀行、建設銀行均接近歷史新高,江蘇銀行創階段新高,浦發銀行升超3%。中信證券研報認為,11月信貸收支表表明,資產端,隱債置換背景下企業貸款增長承壓,但房地產市場邊際改善下按揭需求有所回暖,銀行機構亦通過加大債券配置穩定資產投放;負債端,一方面新房銷售修復疊加化債推進,今年以來對公活期存款增長偏弱的情況有所改善;另一方面,定期存款掛牌利率持續下調,疊加財富市場回暖,居民存款定期化趨勢亦出現邊際改善。12月重要會議結束後,市場對於政策的博弈吿一段落,人民幣大類資產配置框架下思考,銀行股仍將是確定性強的方向,年底和年初將步入保險開門紅增配季,股息高、波動低、經營穩的銀行品種預計仍是險資增配方向。(格隆匯)

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