11月12日，银行板块集体走强，农业银行持续拉升涨超3%，总市值突破3万亿元，再创历史新高；此外，重庆银行、光大银行、中信银行、厦门银行、江苏银行涨幅靠前。太平洋证券分析称，2025年银行板块在“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。一方面，IFRS 9新准则下FVOCI账户成为权益投资主通道，强化对高分红、低波动资产的配置偏好；另一方面，银行股凭借类固收属性，...
Source Link11月12日，银行板块集体走强，农业银行持续拉升涨超3%，总市值突破3万亿元，再创历史新高；此外，重庆银行、光大银行、中信银行、厦门银行、江苏银行涨幅靠前。太平洋证券分析称，2025年银行板块在“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。一方面，IFRS 9新准则下FVOCI账户成为权益投资主通道，强化对高分红、低波动资产的配置偏好；另一方面，银行股凭借类固收属性，...
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