金吾财讯 | 内银股延续升势，截至发稿，晋商银行(02558)涨8.82%，农业银行(01288)涨3.02%，中信银行(00998)涨2.94%，交通银行(03328)涨2.44%，中国银行(03988)涨2.31%消息面上，光大证券指出，银行板块受到政策面的支持，如LPR保持不变，有利于银行净息差，国务院和国资委促进央企加强市值管理工作，特别关注长期破净的上市公司。这些政策对银行股产生积极影响，尤其是对长期破净的银行公司。中信证券指出，12月重要会议结束后，市场对于政策的博弈告一段落，人民币大类资产配置框架下，银行股仍将是确定性强的方向，年底和年初将步入保险开门红增配季，股息高、波动低、经营稳的银行品种预计仍是险资增配方向。个股方面，1—3个月角度推荐两条主线：①低波品种贡献稳健收益空间，高分红、高资本的银行更具配置价值;②增长品种贡献弹性收益空间，商业模型优秀的公司更有估值空间。
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