21世纪经济报道记者 冯紫彤回顾2025年,银行股凭借“高股息”悄然走强,成为震荡市中的“压舱石”。进入2026年,随着经济预期改善、市场情绪回暖,作为防御性板块的银行股,是会延续此前的稳健表现,还是有望转型为分享经济复苏红利的顺周期“新主角”?日前,围绕2026年银行板块的投资逻辑、息差走势、配置策略等核心议题,21世纪经济报道记者特别对话了前海开源基金董事总经理兼首席经济学家杨德龙,为投资者...
Source Link21世纪经济报道记者 冯紫彤回顾2025年,银行股凭借“高股息”悄然走强,成为震荡市中的“压舱石”。进入2026年,随着经济预期改善、市场情绪回暖,作为防御性板块的银行股,是会延续此前的稳健表现,还是有望转型为分享经济复苏红利的顺周期“新主角”?日前,围绕2026年银行板块的投资逻辑、息差走势、配置策略等核心议题,21世纪经济报道记者特别对话了前海开源基金董事总经理兼首席经济学家杨德龙,为投资者...
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