中信证券表示近期一方面保险机构继续积极举牌银行另一方面银行板块相对收益减弱投资者高度关注后续银行股走势。从中期角度看银行

智通财经
Aug 25
中信证券表示近期一方面保险机构继续积极举牌银行另一方面银行板块相对收益减弱投资者高度关注后续银行股走势。从中期角度看银行板块仍在经历重估净资产过程叠加股票市场的分层逻辑或长期演绎银行股对于机构投资者的价值有望持续提升。长线配置资金仍属欠配格局预计后续仍将演绎绝对价值。中信证券认为银行估值修复到1倍净资产以上是大概率事件若牛市特征强化其后续的板块轮动效应亦将催化银行股行情持续故建议投资者保持积极配置策略。

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