Note

港股异动 | 内银股尾盘拉升 多股涨幅超4% 存款准备金率将于2月5日下调0.5个百分点

· Views 35

内银股尾盘快速拉升,截至发稿,邮储银行(01658)涨5.11%,报3.7港元;民生银行(01988)涨4.8%,报2.62港元;农业银行(01288)涨4.55%,报2.99港元;建设银行(00939)涨4.54%,报4.61港元;工商银行(01398)涨3.88%,报3.75港元。

消息面上,中国人民银行行长潘功胜1月24日在国新办新闻发布会上表示,人民银行将于2月5日下调存款准备金率0.5个百分点,向市场提供长期流动性约1万亿元;明天将下调支农支小再贷款、再贴现利率0.25个百分点,并持续推动社会综合融资成本稳中有降。

国信证券表示,展望2024年,财政政策积极发力,信贷投放将更注重质的提升和量的合理增长,以实现M2增速和名义GDP增速相匹配,助力经济稳步复苏以及向高质量发展转型。当前银行板块估值处于低位,经历过房地产风险暴露、存量房贷利率调整后,板块潜在利空明显减少,估值下行风险较小。若宏观经济恢复向好,有望推动银行板块的估值修复,因此我们维持行业“超配”评级。

Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.

FOLLOWME Trading Community Website: https://www.followme.com

If you like, reward to support.
avatar

Hot

No comment on record. Start new comment.