每經AI快訊，中信建(jian)投證券指出，銀(yin)行(xing)(xing)(xing)業(ye)中報展現出的是有(you)底線、有(you)彈性(xing)的未來向上(shang)趨(qu)勢，預(yu)(yu)(yu)計今年(nian)之內息(xi)差可以見底，營收(shou)優異的銀(yin)行(xing)(xing)(xing)有(you)望保持高增；利潤(run)增速(su)逐(zhu)季(ji)回升或高位企穩。城投、地產風(feng)險兩(liang)個重大邏輯(ji)壓制正在(zai)反(fan)轉(zhuan)。銀(yin)行(xing)(xing)(xing)板塊有(you)業(ye)績(ji)、有(you)邏輯(ji)、估(gu)值(zhi)低(di)、倉位輕，利空(kong)靴子在(zai)預(yu)(yu)(yu)期下限(xian)落地，利好政(zheng)策在(zai)預(yu)(yu)(yu)期頂格出臺(tai)。政(zheng)策底、情緒底、業(ye)績(ji)底三(san)底共振下，銀(yin)行(xing)(xing)(xing)估(gu)值(zhi)開啟上(shang)行(xing)(xing)(xing)趨(qu)勢。