Strive for A shares, bank real estate attack in the afternoon!CITIC Securities: The style may be cut back to the blue chips

On the afternoon of the 21st, the banking sector continued to fluctuate, and the China Securities Bank Index rose nearly 1%.In terms of individual stocks, Changshu Bank, Jiangyin Bank, Zijin Bank, Zhangjiagang Bank, etc. rose over 2%, and more than ten bank stocks such as Su Nong Bank and Wuxi Bank rose more than 1%.

As of 13:50, the bank ETF (512800) rose 0.66%, with a turnover exceeding 140 million yuan.According to data from Shanghai Stock Exchange, bank ETF (512800) has been purchased for funds for two consecutive trading days.

CITIC Securities obviously believes that the market style may switch back to the blue chip of the market, and the high degree of infrastructure investment is high.Guosheng Securities's latest opinion believes that for the banking sector, the current situation is increasingly like 2014: institutions hold positions, valuations (including leading banks) have reached a record low, and the policy rhythm is gradually relaxing.In the future, the marginal changes of policy and credit environment (such as real estate sales, economic growth policies, etc.), if the expected marginal reversal can be triggered, the more room to increase the valuation of the bank sector.

- END -