智通财经APP获悉，中泰证券发布研报称，银行股经营模式和投资逻辑从“顺周期”到“弱周期”，市场强时，银行股短期偏弱，但经济偏平淡期间，银行股高股息持续会具有吸引力，继续看好银行股稳健性和持续性。中泰证券提到两条选股逻辑，一是拥有区域优势、确定性强的城农商行，区域包括江苏、上海、成渝、山东和福建等，重点推荐。二是高股息稳健的逻辑；以及股份行等。中泰证券主要观点如下：净利润：总体增速边际向好、大行和...
Source Link智通财经APP获悉，中泰证券发布研报称，银行股经营模式和投资逻辑从“顺周期”到“弱周期”，市场强时，银行股短期偏弱，但经济偏平淡期间，银行股高股息持续会具有吸引力，继续看好银行股稳健性和持续性。中泰证券提到两条选股逻辑，一是拥有区域优势、确定性强的城农商行，区域包括江苏、上海、成渝、山东和福建等，重点推荐。二是高股息稳健的逻辑；以及股份行等。中泰证券主要观点如下：净利润：总体增速边际向好、大行和...
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