在央行注重保持合理利率比价关系的背景下,政策维稳银行净息差的意图越发明显,不少上市银行三季报净息差已经出现企稳改善迹象。当前,基本面底部预期已经明确的银行板块将是重要的配置方向,这是支撑银行板块行情延续的基础,中期分红只是催化因素之一。2025年,国有四大行中期分红进度早于2024年,股权登记日在12月中旬,相较于2024年股权登记期集中在2025年1月上旬明显提前。因此,银行中期分红抢筹行情也...
Source Link在央行注重保持合理利率比价关系的背景下,政策维稳银行净息差的意图越发明显,不少上市银行三季报净息差已经出现企稳改善迹象。当前,基本面底部预期已经明确的银行板块将是重要的配置方向,这是支撑银行板块行情延续的基础,中期分红只是催化因素之一。2025年,国有四大行中期分红进度早于2024年,股权登记日在12月中旬,相较于2024年股权登记期集中在2025年1月上旬明显提前。因此,银行中期分红抢筹行情也...
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