摩根大通预计,2026 年中资银行股价将实现绝对上涨,但表现或跑输大盘。2026 年国内将有约 110 万亿元人民币定期存款到期,其中包含约 7 万亿元人民币的居民超额储蓄,这笔资金有望为资本市场带来流动性支撑,推动市场上行。在净利息收入修复和财富管理手续费增长的带动下,预计 2026 年中资银行的营收和利润增速将实现温和改善。但即便在流动性驱动的市场反弹中,银行股的表现仍可能落后于大盘。在高股息...
Source Link摩根大通预计,2026 年中资银行股价将实现绝对上涨,但表现或跑输大盘。2026 年国内将有约 110 万亿元人民币定期存款到期,其中包含约 7 万亿元人民币的居民超额储蓄,这笔资金有望为资本市场带来流动性支撑,推动市场上行。在净利息收入修复和财富管理手续费增长的带动下,预计 2026 年中资银行的营收和利润增速将实现温和改善。但即便在流动性驱动的市场反弹中,银行股的表现仍可能落后于大盘。在高股息...
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