最近的市场,银行板块的表现可谓相当抢眼,连续上涨的走势成功跑赢了市场上绝大多数题材股,这背后,有两个关键的时间线索和逻辑支点,值得我们深入探讨。关键时点一:中期分红窗口开启,价值引力凸显每年到了这个时段,上市公司的中期分红就会逐渐拉开帷幕,对于银行股而言,其长期以来的高股息、稳定分红的特质,在此时显得格外有吸引力。尤其是在当前整体利率环境下,能够提供稳定且可观现金分红的资产变得稀缺。银行股,特别是...
Source Link最近的市场,银行板块的表现可谓相当抢眼,连续上涨的走势成功跑赢了市场上绝大多数题材股,这背后,有两个关键的时间线索和逻辑支点,值得我们深入探讨。关键时点一:中期分红窗口开启,价值引力凸显每年到了这个时段,上市公司的中期分红就会逐渐拉开帷幕,对于银行股而言,其长期以来的高股息、稳定分红的特质,在此时显得格外有吸引力。尤其是在当前整体利率环境下,能够提供稳定且可观现金分红的资产变得稀缺。银行股,特别是...
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