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華泰證券:關注優質金融股投資機會

華泰證券研報表示,銀行方面優質城商行+低估值股份行倉位提升;證券方面基金倉位提升,業績驅動估值修復;保險方面倉位環比提升,個股持倉分化。券商半年報預告業績高增,且當前市場交投延續高景氣度、槓桿資金持續活躍,關注市場和業績共振下的券商修復行情。銀行負債成本持續改善,其他非息擾動減輕,華泰證券預計二季度銀行業績有望築底回穩,優質區域行持續領先。A/H銀行板塊近12個月股息率3.95%/5.22%,10年期國債到期收益率爲1.67%(07/21),銀行股息率優勢顯著,配置價值凸顯,把握結構機會。

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