08年一季度开局良好,同比高增速不具有全年代表性,但仍看好全年业绩表现。基于对经济硬着陆风险较小的判断,银行相对其他行业其业绩增长的幅度和稳定性上仍具备优势,目前多数银行的估值已具有相对吸引力。 The first quarter of 2008 started a good year, high growth year-on-year is not representative of the whole year, but still optimistic about the annual performance. Based on the smaller risk of a hard landing economy, banks still have advantages over their performance growth and stability in other sectors. At present, the valuation of most banks is relatively attractive.