银行股又见新高!公募业绩基准考核,对银行股配置影响几何?

华尔街见闻
14 May

周三A股银行板块持续发力,刷新2015年7月中旬以来新高,农业银行、上海银行、光大银行盘中股价均创历史新高。大金融板块冲高,拉动创业板指、沪指午后涨超1%。 消息面上,有分析认为,公募基金新规将显著推动A股银行股估值修复。兴业证券在5月14日的最新报告中指出,公募新规引导资产配置向沪深300靠拢,由于与业绩基准巨大的“配置缺口”,公募基金将不得不增加银行股比重。 兴业数据显示,聚焦业绩基准包括...

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