【中信证券:银行中报信号积极,绝对收益空间料将延续】中信证券发布研报称,上周开始进入银行财报季,上市银行经营格局稳定,息差和资产质量稳定,盈利增速小幅修复。本周开始更多银行公布业绩,预计整体情况符合预期。投资视角看,上周银行板块兼具相对和绝对收益,跑赢多数行业;展望三季度,预计息差和资产质量等核心变量将保持稳定,全年盈利修复趋势积极,叠加宏观叙事等长期逻辑仍在继续演绎,全年绝对收益仍将延续。
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.