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加息周期下,银行的利差增加、坏账率降低,业绩增长可期。考虑到政策收紧、融资等不利因素正在远去,而随着人民币升值和宽松流动性的预期,银行股的中长期投资价值正在显现。经过了10月初的“闹革命”后,近日银行股的走势再度沉闷,与大盘新高迭创的行情格格不入。而随着以建设银行为首的一众银行股融资消息的出台,这将会是银行板块利空出尽的“靴子落地”还是新一轮下跌行情的开始?
Interest rate cycle, the bank interest spreads increased, lower bad debt ratio, performance growth can be expected. Taking into account the tightening of policies, financing and other unfavorable factors are far away, and with the appreciation of the renminbi and easing liquidity expectations, long-term investment banking stocks are emerging value. After the beginning of early October, “trouble revolution”, the recent banking stocks trend once again boring, and the market a new high Diego’s market is out of tune. With the introduction of financing information of a large number of banks headed by China Construction Bank, this will be the beginning of a new round of decline in the price of “boots falling” due to the bad performance of the banking sector.