红利为锚,银行板块投资正当时

XYQuantResearch
25 Jul

导读1、政策催化,红利支撑,银行板块配置价值凸显:1)公募基金改革落地,强化业绩比较基准的约束力,基金配置比例有望向基准靠拢,显著低配的银行板块有望受益。2025年5月7日,中国证监会发布《推动公募基金高质量发展行动方案》,明确要求制定公募基金业绩比较基准监管指引。基于业绩基准包括沪深300指数的主动权益基金的测算结果显示,公募基金对银行板块存在严重低配,新的公募基金考核机制下,预计主动基金有望...

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