智通财经APP获悉，高盛发布研报称，今年以来其所评级的中资银行H股按市值加权计算录得26%升幅，其中招商银行(03968)H股累升33%，跑赢交通银行(03328)的15个百分点，基于近期市场表现、投资者情绪及经济环境变化，认为内银行业已迎来拐点。
高盛将预测评级银行第二季平均拨备前营业利润(PPOP)及净利润将平均增长0.3%，并将所评级内银H股2025至2027年收入预测上调2%、4%及4%，税后净利预测上调5%、6%及5%，目标价平均上调12%，推荐招行，维持“买入”评级，目标价从47.08港元上调至53.34港元。高盛重申对交行的沽售评级，目标价维持6.21港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.