【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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