#2026年度展望银行:所向既明,势分殊途2026年银行所向既明,势分殊途,成本和风控优势决胜,财富管理和客群优势释放空间。预计2026年仍是银行板块估值系统性回升的一年:从防御到攻守兼备,基本面回暖和资金驱动共同发力。2026年银行股的投资逻辑将从单纯的红利防御转向“红利+成长”的双轮驱动。1)高股息、低估值的特性依然是银行股的底色,特别是在无风险利率下行的背景下,银行股的类债属性将持续吸引稳健...
Source Link#2026年度展望银行:所向既明,势分殊途2026年银行所向既明,势分殊途,成本和风控优势决胜,财富管理和客群优势释放空间。预计2026年仍是银行板块估值系统性回升的一年:从防御到攻守兼备,基本面回暖和资金驱动共同发力。2026年银行股的投资逻辑将从单纯的红利防御转向“红利+成长”的双轮驱动。1)高股息、低估值的特性依然是银行股的底色,特别是在无风险利率下行的背景下,银行股的类债属性将持续吸引稳健...
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