2026银行股前瞻:业绩企稳结构分化,机构看好“再出发”

21世纪经济报道
Dec 11, 2025

21世纪经济报道记者林汉垚 见习记者冯紫彤随着 2026 年日益临近,银行股的业绩走向与结构分化逻辑再次成为机构研报的核心议题。作为“十五五”规划的开局之年,银行业的经营环境与投资逻辑将如何演变?对于投资者而言,机会藏于何处?近期,多家券商密集发布年度展望,普遍认为在宏观政策托底、息差有望筑底以及存量风险持续缓释的背景下,2026年上市银行整体业绩大概率将步入温和修复通道。然而,几乎所有机构都同时...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10