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板塊異動 | 港股內銀股強勢走高,青島銀行飆漲40%浙商銀行漲30%

11月25日消息,港股內銀股拉昇走強。截至發稿,青島銀行漲38.62%,報3.41港元每股;浙商銀行漲超30%;渤海銀行中原銀行漲超10%;郵儲銀行交通銀行、工商銀行等均漲超1%;中國銀行建設銀行中銀香港跟漲。

相關資訊

日前召開的國務院常務會議提出,“適時適度運用降準等貨幣政策工具,保持流動性合理充裕”。從以往經驗來看,國常會“預告”降準後,一般會在短期內落地。東方金誠首席宏觀分析師王青表示,預計在未來一至兩週內,央行將正式宣佈降準落地。本次降準將是一次全面降準,幅度或爲0.5個百分點,釋放長期資金約1.2萬億左右,其中一部分降準資金可能會被用來置換到期MLF,以優化銀行流動性結構。

近日,招商證券指出,青島銀行是具有市場化特色的精品城商行,資負結構優化,息差穩定,資產質量持續改善。廣發證券點評表示,公司逐漸成長爲一家小而美、專而精的財富管理專業銀行,可持續發展能力不斷增強。預計22/23年歸母淨利潤增速12.5%/14.4%,EPS爲0.62/0.73元/股,BVPS爲6.05/6.68元/股。給予H股合理價值4.44港幣/股,維持“買入”評級。

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