近期A股市场“一反常态”,红利板块表现相对较优。在沉寂一段时间之后,尤其是科技股频频创出新高的大背景下,红利板块低估值、高股息特征的优势愈发凸显。最新数据显示,当前估值较低股息较高的板块主要有煤炭、石油、公用事业、银行、家电等。从半年报业绩表现来看,以电力行业为首的公用事业板块净利增速较好,主要因为煤炭价格下跌带来的成本下降。银河证券表示,“十五五”期间,火电有望增强其保供及调节价值;新能源全面...
Source Link近期A股市场“一反常态”,红利板块表现相对较优。在沉寂一段时间之后,尤其是科技股频频创出新高的大背景下,红利板块低估值、高股息特征的优势愈发凸显。最新数据显示,当前估值较低股息较高的板块主要有煤炭、石油、公用事业、银行、家电等。从半年报业绩表现来看,以电力行业为首的公用事业板块净利增速较好,主要因为煤炭价格下跌带来的成本下降。银河证券表示,“十五五”期间,火电有望增强其保供及调节价值;新能源全面...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.