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本周航空业继续排名榜首,银行业排名上涨至第2名。中国人民银行近日宣布加息。中信证券分析师表示,静态来看,本次加息整体上略微缩小上市银行存贷款净息差,不过对净利润影响不大。维持银行股强于大市的评级,但是要关注短期内调控压力加大对市场心理预期的负面影响。动态来看,此次活期存款利率不升反降可能导致存款人倾向于将存款定期化,从而提升银行的资金成本;另外存贷款重新定价的期限不一致也可能会较大的影响2008年的具体业绩。但是,仍坚持认为判断宏
The aviation industry continued to top the list this week with the bank ranking up to No. 2. People’s Bank of China recently announced a rate hike. CITIC Securities analysts said that the static point of view, the overall interest rate hike slightly narrowed the net interest margin deposits and loans of listed banks, but little effect on net profit. Maintain banking stocks outperform the market, but pay attention to the negative impact of the regulatory pressure on market psychological expectations in the short term. Dynamic point of view, the current deposit interest rates rise instead of down may lead to depositors tend to deposit regularity, thereby enhancing the bank’s cost of capital; other savings and loan repricing inconsistency may also have a greater impact on the 2008 specific Performance. However, they still insist on judging macro