过去这两年多时间里,银行板块明显强于大盘,2023年中特估行情中,6大行逆市大涨,并且一直延续至今。之后部分股份行和城商行、农商行先后领跑,很多银行股不但收复了2021年市场见顶后的失地,还创下了历史新高。这背后的原因是多重的,有低利率时代对高股息公司的热衷,有大资金对顶级信用的信赖,有各类红利ETF和宽基被大举买入。随着降息周期的全面打开,银行板块虽然利润增速已经大幅下滑,甚至股息率也比两年前...
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