高股息资产爆发,只因机构抱团科技股,投资者反向操作?

东方财富
Nov 04

A股11月4日又现跷跷板效应,贵金属、电池、光伏、半导体等近期强势板块明显回调,而银行、公路铁路、煤炭、电力等高股息资产表现强势。尤其银行股,全天基本处于领涨状态,指数盘中一度涨近2%。收盘时,厦门银行涨超5%,江阴银行、中信银行、上海银行、重庆银行涨超3%。工商银行、建设银行等大行也涨幅靠前。目前,不少机构看好银行板块四季度的投资机会。华创证券表示,银行分红计划仍在推进,同时多家银行发布估值提升...

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