【中信证券：银行板块相对价值显著，建议积极增配】金十数据4月21日讯，中信证券认为，已披露经营情况的6家银行情况看，一季度财务指标和资产质量总体稳健。此外，上周银行板块表现乐观，核心驱动要素在于市场波动率加大背景下，银行板块受益于其稳定回报和股指权重的两大优势。展望未来，短期看中美贸易摩擦对市场预期仍有影响，在此背景下低波板块具有配置价值；中期看，在宏观“审慎”和“走弱”的两种假设情形下，银行板块相对于大部分行业而言，基本面具备相对稳健特征，相对价值显著，建议积极增配。
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