智通财经APP获悉，花旗发布研究报告称，根据最新的营运趋势，预期内银去年收入/盈利同比变动将分别为0%及+2.1%，相比首九个月的-1.2%和+1.4%，主要原因包括受924政策影响，预计在第四季度零售贷款将显著增长;在第四季度，因债券市场上涨，预计将获得可观的交易收益;以及2023年第四季度的低业绩基数，为增长提供有利的比较。
在花旗覆盖的银行中，交通银行(03328)和重庆农村商业银行(03618)预计将在2024年第四季度实现超出预期的盈利同比增长，分别为+9%和+20%。而平安银行则可能令人失望，预计第四季度盈利将-30%，并削减股息支付。
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