2025年,银行业在稳健货币政策与差异化金融监管政策的持续引导下,实现了规模增长与结构优化的平衡发展。近期,开源证券银行团队发布银行业2026年度投资策略《“稳健锚”与“增长帆”,从红利重估到能力定价》,展望2026年,开源证券银行团队核心观点为:1、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...
Source Link2025年,银行业在稳健货币政策与差异化金融监管政策的持续引导下,实现了规模增长与结构优化的平衡发展。近期,开源证券银行团队发布银行业2026年度投资策略《“稳健锚”与“增长帆”,从红利重估到能力定价》,展望2026年,开源证券银行团队核心观点为:1、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...
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