全球银行股面临多重利好因素驱动!瑞银在最新研报中指出了全球银行股上涨的“核心逻辑”,宏观层面利好因素包括民粹主义、财政宽松、本币升值,以及结构性改善和估值具有吸引力等。 7月24日,据追风交易台消息,瑞银全球股票策略团队在最新研报中重申对银行股的长期超配立场,并提出了银行股上涨的核心逻辑: 民粹主义引发财政宽松担忧,推高债券收益率,而银行股是债券收益率上升的最大受益者之一;银行股作为高度本土化...
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