小摩：内银首季收入增长明显改善净息差回升有惊喜_老虎社区_美港股上老虎

小摩：内银首季收入增长明显改善净息差回升有惊喜

智通财经04-30

智通财经APP获悉，小摩发布研报称，内银股2026年第一季业绩显示收入增长改善，同比增长7%，相较2025年第四季的增长2%加快，主要受惠于净利息收入稳健复苏，而净息差按季回升更是主要惊喜。盈利增长改善幅度较为温和，因银行开始重建拨备缓冲。报告提到，第一季银行之间表现出现明显分化，四大国有银行明显好过同业，而所有股份制银行的盈利均低于小摩预期。首季业绩公布后，该行在内银股中最看好农业银行(...

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