中行農行工行：高盛看好內銀股前景

和訊網

2025/02/20

【2 月 20 日，高盛發布報告稱】未來一個月將迎來兩會，內銀也將公布 2024 年全年業績報告，銀行資本結構重整或成投資者焦點。高盛認為，大型國有銀行能借助新資本維持 2025 年及 2026 年的股息派發，在 2025 年 8.5%貸款增長預測下或有盈餘資本。高盛指出，內銀主要風險可能是低利率環境下的過度信貸增長，會消除資本致潛在資金短缺更快出現。但 1 月系統信貸增長超預期，因銀行保守指引及...

網頁鏈接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2512946297"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2512946297\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2512946297?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-02-20 12:12","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2512946297","market":"hk","top_or_hot":-1,"title":"中行農行工行：高盛看好內銀股前景","media":"和訊網","content":"<div>\n<p>【2 月 20 日，高盛發布報告稱】未來一個月將迎來兩會，內銀也將公布 2024 年全年業績報告，銀行資本結構重整或成投資者焦點。高盛認為，大型國有銀行能借助新資本維持 2025 年及 2026 年的股息派發，在 2025 年 8.5%貸款增長預測下或有盈餘資本。高盛指出，內銀主要風險可能是低利率環境下的過度信貸增長，會消除資本致潛在資金短缺更快出現。但 1 月系統信貸增長超預期，因銀行保守指引及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220122108988bd72d&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中行農行工行：高盛看好內銀股前景</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中行農行工行：高盛看好內銀股前景\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">和訊網</strong><span class=\"h-time small\">2025-02-20 12:12</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>【2 月 20 日，高盛發布報告稱】未來一個月將迎來兩會，內銀也將公布 2024 年全年業績報告，銀行資本結構重整或成投資者焦點。高盛認為，大型國有銀行能借助新資本維持 2025 年及 2026 年的股息派發，在 2025 年 8.5%貸款增長預測下或有盈餘資本。高盛指出，內銀主要風險可能是低利率環境下的過度信貸增長，會消除資本致潛在資金短缺更快出現。但 1 月系統信貸增長超預期，因銀行保守指引及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220122108988bd72d&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220122108988bd72d&s=b\">和訊網</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1497733557.USD","symbol_name":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220122108988bd72d&s=b","article_id":"2512946297","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220122108988bd72d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2512946297","pubTimestamp":1740024765,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"【2 月 20 日，高盛發布報告稱】未來一個月將迎來兩會，內銀也將公布 2024 年全年業績報告，銀行資本結構重整或成投資者焦點。高盛認為，大型國有銀行能借助新資本維持 2025 年及 2026 年的股息派發，在 2025 年 8.5%貸款增長預測下或有盈餘資本。高盛指出，內銀主要風險可能是低利率環境下的過度信貸增長，會消除資本致潛在資金短缺更快出現。但 1 月系統信貸增長超預期，因銀行保守指引及更多政府債券加入，無需過度擔憂。該行認為中行、農行及工行將受惠於中央注資，給予招行「買入」評級。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","SG9999006597.SGD":"United China-India Dynamic Growth SGD","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","01288":"农业银行","IE00BQJZWZ67.USD":"FRANKLIN MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME \"A\" (USD) INC (M) PLUS","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","03988":"中国银行","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","BK1231":"综合性银行","BK1560":"内银股","01398":"工商银行","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","IE00B19Z5X02.USD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Acc USD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","03143":"华夏香港银行股","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","BK1521":"挪威政府全球养老基金持仓","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H"},"translate_title":"Bank of China, Agricultural Bank of China and ICBC: Goldman Sachs is optimistic about the prospects of domestic banking stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03143":0.6,"01288":0.9,"03988":0.9,"01398":0.9},"content_text":"【2 月 20 日，高盛發布報告稱】未來一個月將迎來兩會，內銀也將公布 2024 年全年業績報告，銀行資本結構重整或成投資者焦點。高盛認為，大型國有銀行能借助新資本維持 2025 年及 2026 年的股息派發，在 2025 年 8.5%貸款增長預測下或有盈餘資本。高盛指出，內銀主要風險可能是低利率環境下的過度信貸增長，會消除資本致潛在資金短缺更快出現。但 1 月系統信貸增長超預期，因銀行保守指引及更多政府債券加入，無需過度擔憂。該行認為中行、農行及工行將受惠於中央注資，給予招行「買入」評級。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}