广发证券银行中期策略:景气度逐步探底 看好区域经济阿尔法优质城商行

智通财经
30 Jun

智通财经APP获悉,广发证券发布研报称,今年财政发力整体前置,下半年预计财政继续保持积极,政府部门债务增速可能带动整体债务增速有所上行。区域上,江苏、山东、四川等经济大省地方财政发力更为明显,浙江、山东、福建等省份上市公司ROIC处于较高水平。看好区域经济阿尔法优质城商行,重点关注青岛银行(002948.SZ)、宁波银行(002142.SZ)、招商银行(600036.SH)等。广发证券主要观点如下...

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