小摩：预计内银今年股价上升惟流动性顺风中相对落后升民行评级至“增持”

新浪港股01-20

摩根大通发布研报称，预计中国银行股将实现绝对股价上涨，但认为其在2026年可能跑输大市。该行上调民生银行（01988）　　H股评级，由“中性”升至“增持”，但下调农业银行（01288） H股评级，由“增持”降至“中性”。　　摩通预期2026年将有约110万亿元人民币的定期存款到期，其中包括约7万亿元人民币的超额家庭储蓄。这可能为资本市场提供流动性支持并推升行情。受净利息收入复苏与财富管理手续费...

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小摩：预计内银今年股价上升 惟流动性顺风中相对落后 升民行评级至“增持”

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小摩：预计内银今年股价上升惟流动性顺风中相对落后升民行评级至“增持”