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銀河證券:繼續看好銀行板塊配置價值

銀河證券研報表示,銀行業資產質量穩健。金融支持民營企業力度有望加大。財政發力有望促進信貸需求改善,重點領域支持力度不減,利好銀行信貸提質增效。貨幣政策適度寬鬆,央行將擇機調整優化政策力度和節奏,銀行息差仍承壓,但負債成本優化成效釋放有望加速。我們繼續看好銀行板塊配置價值,維持推薦評級。

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