异动解读｜交通银行盘中上涨3.44%，瑞银上调目标价叠加资金回流预期提振

行情直击07-20 14:01

7月20日，交通银行（03328.HK）盘中上涨3.44%，报7.21港元，成交额2.16亿港元。

消息面上，瑞银将交通银行目标价由8.6港元上调至8.7港元，维持"买入"评级，指出交行一季度净息差按季升2个基点至1.23%，连续第二季复苏，并上调其每股盈利预测3%-6%。同日，内银股集体走强，花旗指出内地公募基金、保险资金及四大AMC增持动力有望推动资金回流内银股，目前内银股占公募基金权重约3.8%，远低于基准指数12.3%，潜在回流资金规模约1850亿元人民币。此外，宽基ETF近一周净流入1561亿元，银行板块作为兼具权重与红利属性的标的，有望充分受益于资金面回暖。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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