高盛：料招商银行(03968)今年盈利同比增速胜同业目标价53.41港元

智通财经02-12

智通财经APP获悉，高盛发布研报称，招商银行(03968)近期股价疲软，招商银行(600036.SH)A股与H股今年为止分别下跌5%和4%，且较三个月高点回调8%和6%，反映2025年第四季业绩表现疲弱，以及相对保守的2026年盈利展望，对招行A/H股目标价为54.68元人民币/53.41港元。然而，该行认为市场低估了招行的盈利上行空间，关键分歧在于预期信贷成本增幅将较低；持续消化按揭、影子银行及...

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高盛：料招商银行(03968)今年盈利同比增速胜同业 目标价53.41港元

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高盛：料招商银行(03968)今年盈利同比增速胜同业目标价53.41港元