经历节前短暂调整之后,节后银行板块又成了股市“最靓的仔”。端午假期后首个交易日(6月3日),银行AH股集体走强,A股沪农商行早盘强势封涨停,带动城农商行和股份行齐涨,多股股价创下新高。 进入二季度以来,银行股在高股息率、险资增配、公募基金改革调仓等逻辑支撑下被避险资金持续看好,成为A股首个市值突破10万亿元的板块,银行指数和部分个股频频逆势续创新高。随着5月降准降息和新一轮存款利率调降落地,...
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