三季度资金整体流出银行板块 机构看好估值修复空间

经济参考网
Nov 07

公募基金和北上资金持仓数据显示,三季度市场风格切换,资金整体流出银行板块。多家机构认为,当前银行板块估值与股息吸引力已明显提升,叠加基本面稳定,后续有望迎来配置机会。中金公司表示,由于市场风格向成长板块切换,2025年三季度银行股基金仓位为1.78%,环比二季度下降2.55个百分点,下降至2023年以来本轮上涨行情前的水平;同时,三季度银行板块整体被基金低配10.1个百分点,较二季度低配程度反而...

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