银行ETF南方涨1.04%,中国银行涨1.82%

金融界
07 May

5月7日,A股市场震荡上行。截至11点30分,银行ETF南方(512700.SH)涨1.04%,中国银行涨1.82%。兴业证券展望来看,银行板块投资逻辑聚焦以下主线:一是政策宽松环境下息差压力边际缓解,央行提及适时降准降息及保持流动性充裕,有助于降低负债成本、提振信贷需求,尤其消费及住房贷款政策加码或改善资产端定价;二是区域经济分化下优质城商行受益于信贷需求旺盛及息差企稳,净利息收入表现亮眼,板块...

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