金吾财讯 | 银行股早盘向好，郑州银行(06196)涨24.53%，广州农商银行(01551)涨6.56%，天津银行(01578)涨4.19%，中银香港(02388)涨1.96%，恒生银行(00011)涨1.77%。
中国银河证券表示，政策层面再加码，政策利率下调，降准措施出台，存款利率有望再度调降以稳定银行息差。财政持续发力利好政府投资，撬动配套融资需求，对短期信贷投放形成支撑。地产政策优化进一步提振需求，限购、存量房货利率调整政策陆续出台落地，加速商品房去库存，改善房企流动性，有助银行资产质量优化。
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