浙商研究年度策略|大金融篇

浙商证券研究所
Dec 03

银行银行2026年度策略:新动能、再出发2021-2024年连续4年新财富第一名,2021年金麒麟未来之星。012025年行情复盘2025年初至今(截至2025年12月1日),A股银行板块累计上涨14.5%,跑输沪深300 1.8pc,节奏上银行行情前高后低;个股上港股银行明显占优。022026年机会挖掘1、宏观及政策:注重量价险的均衡发展。2026年作为十五五开局之年,经济增长有望实现开门红,宽...

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