【中信证券:预计银行股仍将延续平稳向上走势】 中信证券研报表示,市场面看,上周银行板块走势平稳,波动率小于其他行业,市场结构性行情快速演绎下,银行板块走势相对稳定。政策面看,市场关注两会可能的超预期政策,预计财政金融方面关注发行特别国债对银行注资、利率和准备金率政策等方面。整体而言,中信证券认为四季度以来的政策对于稳定金融风险有直接作用,两会期间上述政策大幅超预期可能性不大,但政策“不确定”走向“确定”,因此预计银行股仍将延续平稳向上走势。

金融界
03 Mar
中信证券研报表示,市场面看,上周银行板块走势平稳,波动率小于其他行业,市场结构性行情快速演绎下,银行板块走势相对稳定。政策面看,市场关注两会可能的超预期政策,预计财政金融方面关注发行特别国债对银行注资、利率和准备金率政策等方面。整体而言,中信证券认为四季度以来的政策对于稳定金融风险有直接作用,两会期间上述政策大幅超预期可能性不大,但政策“不确定”走向“确定”,因此预计银行股仍将延续平稳向上走势。

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