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港股異動丨內銀股普遍上升,中信銀行、農業銀行創歷史新高
格隆匯 03-13 10:55
港股內銀股普遍上升,其中,招商銀行升約3%,中信銀行、農業銀行升1.6%均創歷史新高,江西銀行、民生銀行、中國銀行等多股升超1%。有機構指出,財政政策更加積極,貨幣政策適度寬鬆,重點領域化險力度不減,銀行基本面積極因素積累。市值管理加力重塑銀行估值,中長期資金入市利好行情兑現,繼續看好銀行板塊配置價值。在資金層面,政策持續鼓勵中長線資金入市,預計未來保險資金、ETF被動資金將延續穩定增長,有助於支撐銀行估值。值得一提的是,近期,銀行存款利率“倒掛”現象愈發明顯。繼多家區域性中小銀行出現長短期存款利率倒掛後,工商銀行、建設銀行、招商銀行、中信銀行等大中型銀行也相繼出現了長短期存款利率倒掛。中國銀行研究院中國金融團隊主管李佩珈分析,目前市場普遍預期未來市場利率將進一步走低,銀行趨向於降低長期存款利率,避免鎖定高成本資金。(格隆匯)

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