银行股下半年投资策略: 沿“高股息+区域增长”路径均衡配置

大众证券报
Jul 23

今年上半年,银行板块整体表现强劲,13.1%的涨幅在31个申万一级行业分类中仅次于有色金属行业,浦发银行、青岛银行、兴业银行和江苏银行等个股涨幅均在20%以上。展望下半年,多数券商机构分析师认为,银行股估值有进一步提升的空间,红利投资延续的情况下建议从“高股息+区域增长”两方面甄选优质银行股进行均衡配置。增量资金有望持续流入“险资、被动资金、产业资本、公募基金、私募基金等各路资金持续增持银行股,为...

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