港股异动 | 招商银行(03968)涨超4%领涨内银股 银行业盈利稳定性将逐步体现 分红率提升有利于估值提升
内银股早盘普涨，截至发稿，招商银行(03968)涨3.62%，报32.9港元；中国光大银行(06818)涨2.21%，报2.31港元；交通银行(03328)涨2.5%，报5.33港元；建设银行(00939)涨2.09，报4.88港元。
万联证券发布研报指出，长周期角度看，银行业整体的利润增长或已经进入底部区间，盈利的稳定性将逐步体现。另外，从分红的角度看，分红率的提升，有利于银行股估值的提升。不过，由于银行本身商业模式的限本内源补充，满足监管对资本充足的要求，推动未来业务和规模的扩张。综合考虑银行股当前的股息率以及估值水平。短期板块防御属性仍然较为明显。后续经济逐步回暖以及信用风险的改善，或带来新一轮的行情催化。
该行指出，2023年末以来，宏观环境以及企业盈利预测持续调整的过程中，高股息策略受到了市场的持续关注，其中长端利率的下行是推动高股息资产价格表现的重要因素。银行股较高的股息率以及极低的估值成为资金的优选，叠加市场防御需求上升，助推了整个银行板块的市场表现。往后看，高股息策略中，分母端的支持因素或已较多反应，而分子端的稳定性成为高股息选股的重点逻辑。
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