金吾财讯 | 银行股普遍上行，中原银行(01216)涨9.38%，招商银行(03968)涨3.23%，工商银行(01398)涨3.16%，邮储银行(01658)涨2.44%，交通银行(03328)涨2.01%，建设银行(00939)涨1.97%，中信银行(00998)涨2%。银河证券表示，银行营收净利修复，息差降幅收窄，负债成本优化效果逐步显现，大行信贷投放和风险抵御能力有望受益国家增资落地。财政货币政策逆周期调节加强，促进经济回暖。政策拐点下，银行基本面积极因素积累。业绩修复、资本补充继续支撑银行红利属性。该行继续看好银行板块配置价值，维持推荐评级。
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