金吾财讯 | 中信证券表示，本周央行外汇政策组合拳精准传递人民币稳汇率信号，政治局会议定调“十五五”高质量发展总基调，银行经营格局稳定。板块方面，春节后首周银行股交易清淡，投资者对于板块关注度偏低，A股银行资金呈现流出格局。基本面看，该机构预计2月份受春节影响信用投放不旺，但3月信用支持实体力度将加大，板块基本面格局保持稳定，夯实绝对收益价值。该机构认为，下周市场或受外围不确定性、以及两会政策预期差影响，交易热情或有提振，银行板块会相对受益。
金吾财讯 | 中信证券表示，本周央行外汇政策组合拳精准传递人民币稳汇率信号，政治局会议定调“十五五”高质量发展总基调，银行经营格局稳定。板块方面，春节后首周银行股交易清淡，投资者对于板块关注度偏低，A股银行资金呈现流出格局。基本面看，该机构预计2月份受春节影响信用投放不旺，但3月信用支持实体力度将加大，板块基本面格局保持稳定，夯实绝对收益价值。该机构认为，下周市场或受外围不确定性、以及两会政策预期差影响，交易热情或有提振，银行板块会相对受益。
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