险资频频举牌银行股为何不恐高?

金融投资报
Jun 28, 2025

■郭施亮经历了两年左右的单边上涨行情,国有大行以及头部股份行的估值与股息率已经发生了显著变化,投资性价比也明显低于前两年。但是,与股票市场大部分的上市公司相比,优质银行股依然具备一定的估值优势和股息率优势,仍然属于市场中的“优等生”。进入2025年以来,险资在资本市场上动作频频。今年以来,包括平安人寿、新华保险在内的险资,纷纷投资增持了银行股,平安人寿甚至采取了频繁举牌银行股的措施,成为了今年以来...

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