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港股異動丨內銀股繼續上升 農業銀行、工商銀行等多股創新高

港股內銀股持續上升,其中,農業銀行、工商銀行、中信銀行、交通銀行齊創新高,青島銀行、浙商銀行、重慶銀行、甘肅銀行等區域性銀行升幅居前。消息上,中信證券發佈研報稱,上週受益於滬深300指數調整催化,部分中小行成交額明顯放大,市場表現樂觀;但從資金面情緒看,預計下週資金面存在邊際走弱跡象。展望來看,由於險資、公募等機構投資者的長線配置需求仍有空間,資金面的波動或僅影響短期股價,2-3季度銀行股絕對價值仍將延續。個股方面,可把握兩條主線:1)高性價比品種,選擇2025年業績增速有望高於可比同業、分紅回報和估值空間佔優的銀行;2)中長期配置型品種,選擇商業模型具備特色、ROE高且波動率低、市場預期差大的銀行。

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