核心观点2025 年宏观经济仍延续弱复苏态势,银行业基本面表现尚未见明显改善,高股息策略继续演绎。资金面来看,险资长线资金、国家队、公募基金仍有较强增配银行的动力。国内银行基本面延续筑底,以底线思维、高置信度、高胜率为核心诉求的配置型需求安全边际进一步提升。经济环境目前尚未显现强劲复苏特征,继续看好高股息红利策略,并关注低估值、有变化标的。摘要2025 年以来A 股呈现出一个核心特征是“红利”与“...
Source Link核心观点2025 年宏观经济仍延续弱复苏态势,银行业基本面表现尚未见明显改善,高股息策略继续演绎。资金面来看,险资长线资金、国家队、公募基金仍有较强增配银行的动力。国内银行基本面延续筑底,以底线思维、高置信度、高胜率为核心诉求的配置型需求安全边际进一步提升。经济环境目前尚未显现强劲复苏特征,继续看好高股息红利策略,并关注低估值、有变化标的。摘要2025 年以来A 股呈现出一个核心特征是“红利”与“...
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.