12月18日午后,银行股反弹,板块内全线飘红。上海银行涨近3%,苏州银行、厦门银行、杭州银行涨超2%,建设银行、渝农商行、南京银行、江阴银行涨幅居前。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...
Source Link12月18日午后,银行股反弹,板块内全线飘红。上海银行涨近3%,苏州银行、厦门银行、杭州银行涨超2%,建设银行、渝农商行、南京银行、江阴银行涨幅居前。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...
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