A股異動丨銀行股繼續活躍 農行、建行、上海銀行再創歷史新高
A股銀行股繼續活躍,其中,農業銀行、建設銀行、上海銀行續創歷史新高,交通銀行、廈門銀行、工商銀行、興業銀行、招商銀行等跟漲。中泰證券認爲,對等關稅背景下,銀行股紅利屬性凸顯,建議積極關注銀行股的投資價值。該行指出,政策寬鬆加碼,內需領域政策可能對零售信貸需求有提振,降準降息降低銀行資金成本。此外,一季度國債收益率上行的趨勢面臨邊際變化,銀行板塊高股息的性價比提升。兩條投資主線:一是高股息的大型銀行;二是擁有區位優勢、確定性強的城農商行。另外,瑞銀看好估值不高且股息收益率高的內銀股。預計國有企業銀行首季度收入及稅前營運利潤將延續去年第四季度的改善趨勢。(格隆匯)

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