中信证券表示7月以来银行板块相对大盘超额收益明显个股结合估值水平和估值分位数来看有明显的低估值品种补涨特征。下周步入大行

智通财经
14 Jul
中信证券表示7月以来银行板块相对大盘超额收益明显个股结合估值水平和估值分位数来看有明显的低估值品种补涨特征。下周步入大行分红季短期资金面博弈情绪加强且机构存在个股间调仓行为。由于重估银行净资产的逻辑尚未充分演绎短时波动下预计银行板块3季度仍将延续上行格局。盈利预期看由于1季度的贷款重定价效应充分、且债市在2季度相对稳定预计银行上半年盈利同比增速将企稳恢复。

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