港股異動丨內銀股續走高 高盛和中金均唱多
格隆匯10月21日丨內銀股續走高,招商銀行漲約3%領漲,民生銀行漲2.61%。

高盛發佈報告表示,對內地銀行第3季的利潤持正面的態度,由於考慮到LPR利率不變及足夠的流動性。該行假設,第3季內銀淨利息收入(NII)或比市場預期高2.6%,NII同比增長3個百分點和淨利潤升1.2%。首選招商銀行、郵儲銀行及平安銀行,鑑於零售貸款部分較高,可以減輕淨息差(NIM)壓力,並減少因LPR削減的暴露。
中金公司亦發研報指,內地銀行的業績表現在第三季後有望陸續提升,宏觀經濟正在復甦,外圍條件已經足夠,預料未來內地銀行A股和H股都有60%以上的上行空間。
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