【华泰证券：盈利筑底修复 区域优质银行韧性强】金十数据6月4日讯，华泰证券研报称，年初以来中信银行指数取得9.2%绝对收益+11.6%相对收益（截至5/30），排名市场第二，银行板块凭借红利底色与避险属性，投资价值仍持续凸显，公募基金改革落地、中国资产重估有望进一步推升板块配置热情。银行基本面逐步筑底回稳，板块内部分化或持续，经济新旧动能转型过程中，预计优质区域基建、新兴产业有望成为稳信贷重要抓手，当地区域行有望充分受益。个股关注：1）经济大省挑大梁政策导向下，发达区域优质银行业绩韧性较强。2）资金低配、经营稳健的银行。3）港股大行股息优势突出。
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