(以下内容从开源证券《银行行业2026年度投资策略:“稳健锚”与“增长帆”,从红利重估到能力定价》研报附件原文摘录)核心观点政策背景与投资脉络(1)利率环境:低利率与资产荒新常态,凸显稳定高股息资产稀缺性。(2)监管周期:地方债务化解,系统性降低潜在信用风险,夯实“稳健锚”。(3)经济转型:土地信用到科技消费驱动,对公深耕与财富管理提供“增长帆”。(4)投资逻辑进阶:买“高股息、防御性”,同时关注...
Source Link(以下内容从开源证券《银行行业2026年度投资策略:“稳健锚”与“增长帆”,从红利重估到能力定价》研报附件原文摘录)核心观点政策背景与投资脉络(1)利率环境:低利率与资产荒新常态,凸显稳定高股息资产稀缺性。(2)监管周期:地方债务化解,系统性降低潜在信用风险,夯实“稳健锚”。(3)经济转型:土地信用到科技消费驱动,对公深耕与财富管理提供“增长帆”。(4)投资逻辑进阶:买“高股息、防御性”,同时关注...
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.