金吾财讯 | 内银股普遍有支撑，重庆农村商业银行(03618)涨2.22%，中信银行(00998)涨1.97%，青岛银行(03866)涨1.88%，中国光大银行(06818)涨1.24%，邮储银行(01658)涨1.13%，重庆银行(01963)涨0.96%，建设银行(00939)涨0.96%，农业银行(01288)涨0.78%。摩根士丹利重申对亚洲金融股“增持”评级，除看好其本币盈利及高股息特征外，随着美联储降息导致美元进一步走弱，预期亚洲金融股将会继续跑赢大市。内银股方面，整体银行收入与盈利增长有望恢复至每年增长4%至6%水平，部分中型银行更可望重返双位数盈利成长，其中民生银行在资金成本下降、信贷成本降低及资产负债表重启增长的助力下，其股本回报率有望回升至与同业更相符的水平，带来进一步重估的机会。
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