中信证券研报表示,邮储银行拟出资设立AIC子公司,有望补齐六大行AIC牌照,优化资产处置与直投体系金融生态,并助力自身质量与业务结构调优。此外,业绩快报显示杭州银行上半年业绩延续高景气;板块盈利预期来看,由于一季度的贷款重定价效应充分且债市在二季度相对稳定,预计银行上半年盈利同比增速亦将企稳恢复。板块投资上,上周市场资金面博弈情绪加强,且板块间调仓行为加剧,银行股波动有所加大。拉长时间看,由于...
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