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自8月份以来,银行股累计涨幅已经接近60%,成为带领大盘重上2000点的重要力量之一。那么,未来银行板块的表现是否仍然值得期待呢?我们认为,银行股涨势如虹的背后,是投资者对中国经济稳定快速发展,人民币加速升值,以及银行业综合治理水平、国际竞争力不断提高的积极预期。目前看,支撑银行板块向好的因素仍然存在,我们维持对行业“推荐”的投资评级。
Since August, bank stocks have risen nearly 60%, becoming one of the major forces that led the broader market to regain 2000 points. So, whether the performance of the banking sector in the future is still worth the wait? In our opinion, behind the rally of banking stocks are the steady growth of the Chinese economy, the accelerated appreciation of the Renminbi, the comprehensive management of the banking industry and the constant international competitiveness of investors Improve the positive expectations. Currently, the factors that support the banking sector are still positive, and we maintain our “recommended” investment rating on the sector.