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《大行》中銀國際:北水追捧銀行股 年內淨流入逾1,500億人幣
中銀國際發表研究報告,年內內地資金持續淨流入本港金融市場,預計未來數月市場流動性仍將充裕。據該行統計,年初以來南向資金淨流入達7,146億元人民幣,按年增長100.5%,佔港股日均成交額比例升至22.42%,當中銀行股成爲北水主要追捧對象,今年以來淨流入達1,504億元人民幣,佔南向資金總流入約20%。另外,險資在低息環境下加速買入香港銀行股,年初至今淨買入達1,281.8億港元。 中銀國際預期下半年商業銀行基本面保持穩健,銀行穩步擴張規模、資產質量穩固、淨息差收窄幅度放緩,預料所覆蓋的銀行全年淨利潤將錄得輕微升幅,維持對香港銀行業的「增持」評級,首選農業銀行(01288.HK),同時推薦招商銀行(03968.HK)、工商銀行(01398.HK)、建設銀行(00939.HK)、郵儲銀行(01658.HK)及光大銀行(06818.HK)。
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