今年以来,在低配和避险逻辑下,银行股凭借资金面、政策面、情绪面的利好变化,估值不断修复,根据wind数据,截至7月22日,中证银行指数今年内的涨幅达到13.31%,银行板块A股市值破10万亿元大关,创历史新高,一时间资金蜂拥至银行板块,然而随着银行板块拥挤度加剧,投资性价比下降。反观保险指数,正凭借低估值+较强的赚钱能力走向大众视野。下面我们来重点讲讲保险指数的投资价值点都在哪里。一、估值更具...
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