国泰海通：业绩期重视绩优股重点把握银行业三条投资主线

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智通财经APP获悉，国泰海通发布研报称，已披露业绩快报的10家银行业绩稳健，资产质量平稳，其中股份行营收增速普遍改善，优质区域行信贷增长延续强劲，存款增长总体平稳。2026年上市银行业绩预期平稳，营收及归母净利润均有望实现同比正增。该行建议重点把握银行业三条投资主线:1)寻找业绩增速有望提升或维持高速增长的标的;2)重视具备可转债转股预期的银行;3)红利策略仍有望延续。国泰海通主要观点如下：二季度...

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国泰海通：业绩期重视绩优股 重点把握银行业三条投资主线

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国泰海通：业绩期重视绩优股重点把握银行业三条投资主线