证券时报网讯,银河证券研报指出,新一轮央国企改革强化市值管理,银行分红力度加大,经营模式转型加速,强化价值创造和价值实现,为估值修复打开空间。与此同时,一揽子增量政策出台,加大逆周期调节,利好银行短期信贷投放,对息差的影响偏中性。地产政策持续优化,加速不良风险出清,银行资产质量持续受益,风险预期改善。特别国债发行补充国有大行资本,进一步增强大行信贷投放和风险抵御能力。继续看好银行板块配置价值,坚守红利价值和高股息策略,建议关注:建设银行、邮储银行、常熟银行等。
Clear
All
Quotes
News
Learn
Help
All
US
HK
CN
SG
AU
JP
All
News
Announcements
No matches yet
Operations too frequent. Please try again later.
Please check network settings and try again Refresh
Refresh
Loading
History record
Latest News
Quotes
More
News
More
Learn
More
Help
More
Loading
News
More
Announcements
More
Reports
More
银河证券:继续看好银行板块配置价值
Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
Like
Views 266
Write a comment
Statement
This page is machine-translated. Moomoo tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.
Comment(0)
Reason For Report