“股债性价比”凸显提升,银行股险资配置战略地位

红刊财经
Nov 11

将公众号“设为星标”,及时获取更新内容!文丨文颐在利率下行的背景下,传统债券资产的回报持续压缩,保险资金面临“低收益陷阱”,作为“低估值+高股息”的代表,银行股的“股债性价比”日渐凸显。随着市场风格由“博弈交易型”向“配置收益型”的演变,银行板块在险资等长线资金中的战略地位有望持续提升。2025年以来,银行板块在“利率下行+政策托底+估值底部”共振下迎来配置窗口,保险资金成为核心增量,主要有以下...

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