银行方面优质城商行+低估值股份行仓位提升;证券方面基金仓位提升,业绩驱动估值修复;保险方面仓位环比提升,个股持仓分化。券商中报预告业绩高增,且当前市场交投延续高景气度、杠杆资金持续活跃,关注市场和业绩共振下的券商修复行情。银行负债成本持续改善,其他非息扰动减轻,我们预计Q2银行业绩有望筑底回稳,优质区域行持续领先。A/H银行板块近12个月股息率3.95%/5.22%,10年期国债到期收益率为...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.