《大行報告》中金:內地政策需平衡多個目標 料利好內銀今年業績表現
中金發表報告表示,1月底市場利率較快收緊,經濟增長、通脹、資產價格走勢、金融風險等多個因素影響中國貨幣政策走向,近期引導資金面邊際收緊的政策操作不代表貨幣政策系統性收緊,短期內利率可能處於區間波動狀態。
該行認為政策追求多目標平衡利好銀行今年業績表現,預計上市銀行今年撥備前利潤按年增長8.7%,淨利潤按年增長9.2%,為過去5年最高水平,股本回報率按年溫和修復。個股推薦存在估值修復空間的興業銀行、四大行,以及淨利潤增速大概率恢復至較快水平的招商銀行(03968.HK)、平安銀行、寧波銀行、常熟銀行。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.