瑞银:中国银行业股息能否持续?

智通财经APP
Jul 31

自 2020 年以来,高股息收益率以及基本面可见性的增强推动了中国银行业的上涨。当前的核心议题是股息的可持续性,这取决于银行的盈利前景和资金流动情况。因此,瑞银做出了一项五年预测,其中既包含了瑞银对传统驱动因素的看法,也结合了瑞银独特的方法论,以分析两个 “关键影响因素”:债券投资和信贷成本。中国银行能够保持稳定利润增长瑞银的基本假设是,中国的银行将能够保持稳定的利润增长,从 2026 年起,在...

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