金吾财讯 | 银行股逆市有支撑，重庆农村商业银行(03618)涨3.61%，甘肃银行(02139)涨2.41%，农业银行(01288)涨2.05%，中信银行(00998)涨1.55%，江西银行(01916)涨1.43%，工商银行(01398)涨1.39%，交通银行(03328)涨1.37%，重庆银行(01963)涨1.33%。中泰证券表示，银行股经营模式和投资逻辑从“顺周期”到“弱周期”：市场强时，银行股短期偏弱；但经济偏平淡期间，银行股高股息持续会具有吸引力，继续看好银行股稳健性和持续性。银行股两条投资主线：一是拥有区域优势、确定性强的城农商行，区域包括江苏、上海、成渝、山东和福建等；二是高股息稳健的逻辑。开源证券表示，银行板块经历风格影响的调整后，股息率已经重新具备红利价值吸引力。从性价比看，H股仍领先于A股。
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