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銀行股繼續(xù)維持“推薦”評(píng)級(jí)

發(fā)布時(shí)間：2015-01-14 00:32:17 來(lái)源：中華工商時(shí)報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　387號(hào)文引導(dǎo)寬松預(yù)期的信號(hào)強(qiáng)烈，雖然短期受制于融資需求低迷實(shí)際對(duì)信貸投放的實(shí)際作用有限，但有效地降低了銀行的存貸比，增厚了信貸投放的空間，同時(shí)同業(yè)存放納入口徑不繳準(zhǔn)有助于緩解市場(chǎng)流動(dòng)性，有助于降低由于監(jiān)管套利導(dǎo)致的無(wú)謂成本損失，降低資金成本和社會(huì)融資成本。我們認(rèn)為當(dāng)前銀行板塊估值已充分反映經(jīng)濟(jì)增速中樞下移、利率市場(chǎng)化等中長(zhǎng)期負(fù)面因素以及銀行不良高企的影響，伴隨著銀行深化改革利好的逐步推出，銀行股在增量資金和寬松預(yù)期雙輪驅(qū)動(dòng)下，板塊仍將延續(xù)估值修復(fù)并提升，維持板塊“推薦”評(píng)級(jí)，推薦平安銀行、光大銀行、興業(yè)銀行，追求穩(wěn)定收益的投資者可關(guān)注建設(shè)銀行和中國(guó)銀行。

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