Tiger Brokers

银行股普升 农业银行(01288)涨2.60% 机构指银行仍具持续吸引力

金吾财讯
Jan 27

金吾财讯 | 银行股普升，泸州银行(01983)涨2.87%，农业银行(01288)涨2.60%，中银香港(02388)涨2.36%，工商银行(01398)涨2.40%，中信银行(00998)涨2.15%，民生银行(01988)涨1.32%，建设银行(00939)涨1.83%，招商银行(03968)涨1.59%，交通银行(03328)涨1.53%。华泰证券表示，12月以来银行指数在地产风险担忧与市场风格切换影响下回调8.4pct，但行业核心营收向好趋势未改。已有8家银行披露2025年业绩快报，其中6家营收提升、5家利润改善，该机构预计2026年在息差趋稳+财富中收贡献下有望持续表现优异。近期权重股大额卖单减持、ETF流出虽对资金面有一定冲击，但险资开门红同比高增，预计后续新增保费对高股息、低波动的优质银行股仍有配置需求，当前部分公司25E股息率近6%，为高性价比买点。个股建议关注1）基本面质量、盈利弹性较好的优质银行。2）股息性价比优秀的银行。银河证券表示，四季度市场风格整体延续上季度，资金对银行板块青睐程度维持在相对低位。但同时，国有行、股份行持续受关注。近期被动资金流出对银行资金面形成扰动，但在低利率与中长期资金加速入市的环境下，银行板块高股息、低估值的红利属性仍对险资等长线资金具备持续吸引力，加速估值定价重构。该机构继续看好银行板块红利价值，维持推荐评级。

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