债券利息恢复征税,如何影响机构对银行股的配置策略? 8月5日,A股银行板块再度震荡走强,尤其随着农业银行股价续创新高,市场上不乏“银行股又行了”的调侃。在此之前,银行股经历了半个多月的回调,中证银行指数在7月中下旬累计跌超7%,后市分歧加大。 对于近期银行股反弹,有机构人士对第一财经表示,“资产荒”背景下,银行股的稳定分红依然具有较强吸引力,高位回调让不少个股性价比提升。“国债、地方债、...
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