金吾财讯 | 银行股强势，江西银行(01916)涨10.34%，招商银行(03968)涨4.08%，哈尔滨银行(06138)涨3.64%，农业银行(01288)涨3.38%，交通银行(03328)涨3.24%，恒生银行(00011)涨2.97%。中信证券研报认为，货币政策和金融监管三部委国新办发布会，公布了一揽子金融支持实体政策，提振市场信心的用意明显。对于银行而言，存量按揭贷款利率调整对银行资产端定价有负向影响，同时明确后续的LPR、存款利率下降将对银行息差影响中性。互换便利工具增加非银机构融资便利并定向投资股市，再贷款工具有助上市公司股票回购增持，主体资质和流动性好的指数权重股更具实操空间，上市银行均有望直接受益。
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