花旗表示,尽管面临基本面压力,自2022年1月以来,中国银行股仍跑赢沪深300指数及恒生指数65个百分点和59个百分点,因投资者在通缩环境下偏好股息收益率投资,推动了来自保险公司及家庭的资金流入。与此同时,“国家队”也购入指数权重较高的银行股,以稳定市场信心。为吸引家庭投资进入A股市场并创造财富效应,监管机构推出了一系列支持资本市场的政策。该行看到多重催化剂将加速共同基金和保险公司对股市的投资,并...
Source Link花旗表示,尽管面临基本面压力,自2022年1月以来,中国银行股仍跑赢沪深300指数及恒生指数65个百分点和59个百分点,因投资者在通缩环境下偏好股息收益率投资,推动了来自保险公司及家庭的资金流入。与此同时,“国家队”也购入指数权重较高的银行股,以稳定市场信心。为吸引家庭投资进入A股市场并创造财富效应,监管机构推出了一系列支持资本市场的政策。该行看到多重催化剂将加速共同基金和保险公司对股市的投资,并...
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