《大行》瑞银估计内银首季盈利大致持平料信行(00998.HK)建行(00939.HK)跑赢

阿斯达克财经04-10

瑞银发表报告指，内银将于4月下旬开启首季财报季，料首季基本面将面临新的挑战，包括收入和利润率可能进一步下滑，净利润增长持平，各家银行表现将进一步分化。该行对主要股份制商业银行的看法更正面，预计收入增长将优于大型银行，主要原因是净息差按季收缩幅度较细，但手续费收入可能拖累较大。在温和削减成本和释放拨备的情况下，该行预计主要股份制商业银行(平安银行除外)和六大国有银行的税后净利润按年增长基本持平，分别...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2426833481?lang=zh_CN&edition=full","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20180725103754091_s.png","is_english":false,"pubTime":"2024-04-10 11:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2426833481","market":"hk","top_or_hot":-1,"title":"《大行》瑞银估计内银首季盈利大致持平  料信行(00998.HK)建行(00939.HK)跑赢","media":"阿斯达克财经","content":"<div>\n<p>瑞银发表报告指，内银将于4月下旬开启首季财报季，料首季基本面将面临新的挑战，包括收入和利润率可能进一步下滑，净利润增长持平，各家银行表现将进一步分化。该行对主要股份制商业银行的看法更正面，预计收入增长将优于大型银行，主要原因是净息差按季收缩幅度较细，但手续费收入可能拖累较大。在温和削减成本和释放拨备的情况下，该行预计主要股份制商业银行(平安银行除外)和六大国有银行的税后净利润按年增长基本持平，分别...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1341251/latest-news/AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》瑞银估计内银首季盈利大致持平  料信行(00998.HK)建行(00939.HK)跑赢</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》瑞银估计内银首季盈利大致持平  料信行(00998.HK)建行(00939.HK)跑赢\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-10 11:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1341251/latest-news/AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银发表报告指，内银将于4月下旬开启首季财报季，料首季基本面将面临新的挑战，包括收入和利润率可能进一步下滑，净利润增长持平，各家银行表现将进一步分化。该行对主要股份制商业银行的看法更正面，预计收入增长将优于大型银行，主要原因是净息差按季收缩幅度较细，但手续费收入可能拖累较大。在温和削减成本和释放拨备的情况下，该行预计主要股份制商业银行(平安银行除外)和六大国有银行的税后净利润按年增长基本持平，分别...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1341251/latest-news/AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00939","symbol_name":"建设银行","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1341251/latest-news/AAFN","article_id":"2426833481","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20180725103754091_s.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2426833481","pubTimestamp":1712721180,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"瑞银发表报告指，内银将于4月下旬开启首季财报季，料首季基本面将面临新的挑战，包括收入和利润率可能进一步下滑，净利润增长持平，各家银行表现将进一步分化。该行预料，信行及建行首季业绩跑赢。另报告料工行和中行季内净息差分别按年大幅下跌38个基点和32个基点，导致收入料分别按年下滑9.8%和5.3%，瑞银对该两家内银更趋审慎。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00939":"建设银行","LU1044875133.USD":"天利亚洲反向股票 AU Acc","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","03143":"华夏香港银行股","00998":"中信银行","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","BK1231":"综合性银行","BK1560":"内银股","BK1610":"ETF&股票定投概念","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","BK1521":"挪威政府全球养老基金持仓","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0173614495.USD":"富达中国焦点A"},"translate_title":"\"Big Bank\" UBS estimates that the first-quarter profit of domestic banks will be roughly flat, and it is expected that Xinhang (00998. HK) and CCB (00939. HK) will outperform","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00998":1,"00939":1,"03143":0.6},"content_text":"瑞银发表报告指，内银将于4月下旬开启首季财报季，料首季基本面将面临新的挑战，包括收入和利润率可能进一步下滑，净利润增长持平，各家银行表现将进一步分化。该行对主要股份制商业银行的看法更正面，预计收入增长将优于大型银行，主要原因是净息差按季收缩幅度较细，但手续费收入可能拖累较大。在温和削减成本和释放拨备的情况下，该行预计主要股份制商业银行(平安银行除外)和六大国有银行的税后净利润按年增长基本持平，分别按年增长0.2%和下跌0.2%。该行预料，信行(00998.HK) 及建行(00939.HK) 首季业绩跑赢。当中，该行预计信行净息差表现较稳定，收入按年增长率可能达到2%。与去年第四季一样，该行料邮储行(01658.HK) 和交行(03328.HK) 首季仍将出现税后净利润负增长。另报告料工行(01398.HK) 和中行(03988.HK) 季内净息差分别按年大幅下跌38个基点和32个基点，导致收入料分别按年下滑9.8%和5.3%，瑞银对该两家内银更趋审慎。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-09 16:25。)AASTOCKS新闻","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2426833481"}

《大行》瑞银估计内银首季盈利大致持平 料信行(00998.HK)建行(00939.HK)跑赢

精彩评论

《大行》瑞银估计内银首季盈利大致持平料信行(00998.HK)建行(00939.HK)跑赢