摩根大通发表报告，预期内银股今年表现将跑赢大市，认为银行股息率稳定且高，股息差扩大支持银行股价。同时调整内银目标价(详见另表)。
摩通预期，今年内银股每股盈利将稳定地增长，净利息收益率缩减幅度将缓和，手续费增长将复苏。存款成本和组合的优化为净利息收益率带来上行风险。
该行将中信银行(00998.HK) 及工商银行(01398.HK) 评级由“中性”升至“增持”，将信行目标价由4.8元升至6.25元，将工行目标价由5.1元升至5.8元。
摩根大通表示，内银股行业首选是招行(03968.HK) ，该行透过派发特别股息或提高派息率来改善股东回报，而且对国内需求刺激及资本市场情绪较为敏感，维持对其H股“增持”评级，将目标价由58元降至53元。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-07 16:25。)
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