港股異動 | 內銀股普漲,渤海銀行(9668.HK)漲4.9%
格隆匯11月17日丨內銀股普漲,渤海銀行(9668.HK)漲4.89%、郵儲銀行(1658.HK)漲近3%,中國銀行、招商銀行、建設銀行等均有拉昇。中金稱,近期部分信用債違約事件發生,對銀行影響被高估,向前看1-5個季度預計A/H銀行股票上漲幅度超過60%。分析師張帥帥等在報告中表示,重申“業績反轉,而非反彈”的行業判斷,2020年是本輪銀行淨不良生成率和信用成本高點,2021年有望同比下行,資產質量端已經進入底部改善通道。

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