野村:内银股次季盈利增长或放缓 首选招商银行及邮储银行

智通财经
22 Jul 2022

野村发布研究报告称,在强大的零售银行网络和足够的覆盖缓冲下,首选招商银行(03968)及邮储银行(01658),预计所覆盖的内银股第二季盈利增长将放缓,增速将由今年第一季的8.7%降至7.4%,因受净息差压力、审慎拨备和费用收入疲软的影响。该行预计,工商银行(01398)、建行银行(00939)和农业银行(01288)盈利稳定增长,同比增长介于4.7%-6.5%,其中招行同比增长11.6%,...

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