低利率环境叠加政策推动 银行低波高分红属性仍在

证券市场周刊
11 Jul

点击上方"证券市场周刊"↑免费订阅本刊短期来看,利差业务和负债端成本所展现的积极信号,表明对2025年全年银行营收的表现无需过度担忧,从而对盈利平稳增长起到支撑。从中长期维度来看,影响银行板块基本面的核心因素依然来自国内经济修复进程,盈利向上的弹性仍需关注贷款需求的变化以及资产端定价趋势的变化。本刊特约文颐/文年初以来,国内经济环境在外部环境的持续冲击下仍保持韧性,稳增长政策的持续发力成为托底经济...

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