每經(jing)AI快訊(xun)，中信(xin)證券研報(bao)稱，國慶(qing)假(jia)期(qi)港股(gu)內銀板(ban)塊表(biao)現較(jiao)積極，除資金(jin)面因(yin)素外，部(bu)分地(di)(di)(di)(di)產(chan)(chan)(chan)業(ye)務(wu)高占比銀行(xing)或主要受益于近期(qi)增量(liang)(liang)地(di)(di)(di)(di)產(chan)(chan)(chan)金(jin)融政(zheng)策下的質量(liang)(liang)改善預(yu)期(qi)，部(bu)分零(ling)售與(yu)財(cai)富業(ye)務(wu)優(you)勢行(xing)或主要受益于近期(qi)“政(zheng)策組合拳”刺激(ji)與(yu)地(di)(di)(di)(di)產(chan)(chan)(chan)提振預(yu)期(qi)下，居民消費與(yu)投資的修復空間(jian)；此外，各地(di)(di)(di)(di)地(di)(di)(di)(di)產(chan)(chan)(chan)金(jin)融新政(zheng)亦密(mi)集優(you)化落地(di)(di)(di)(di)中，有望加(jia)速助力地(di)(di)(di)(di)產(chan)(chan)(chan)行(xing)業(ye)風(feng)險(xian)緩(huan)釋與(yu)銀行(xing)資產(chan)(chan)(chan)質量(liang)(liang)提升。板(ban)塊投資而言，“一攬(lan)子”政(zheng)策推進有助于市場復蘇(su)預(yu)期(qi)的凝聚，進而夯實銀行(xing)股(gu)紅(hong)利價值空間(jian)，疊加(jia)金(jin)融產(chan)(chan)(chan)品配置邏輯延續(xu)，絕對收(shou)益邏輯仍將(jiang)延續(xu)。