智通财经APP获悉,内银股跌幅居前,截至发稿,招商银行(03968)跌5.73%,报41.95港元;邮储银行(01658)跌5.15%,报4.6港元;工商银行(01398)跌4.2%,报5.25港元;建设银行(00939)跌3.78%,报6.321港元;中国银行(03988)跌2.75%,报4.24港元。
消息面上,4月29日晚,工商银行、农业银行、中国银行、建设银行、交通银行、邮储银行六大行发布一季度报告。数据显示,一季度,六大行合计实现营业收入9101.84亿元,合计实现归母净利润3444.2亿元。具体来看,六大行中仅农业银行及交通银行归母净利润同比实现增长,剩余四家均小幅下降。此外,招商银行一季度取得营业净收入837.31亿元,同比减少3.11%;归母净利润372.86亿元,同比减少2.08%。
中国银河证券研报指出,宏观政策导向不变,银行基本面积极因素积累。降准降息预期增强,银行息差短期承压但存款成本优化形成支撑。市值管理加力重塑银行估值,中长期资金入市利好红利行情兑现。该行继续看好银行板块配置价值,维持推荐评级。
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