作者:王先爽、乔丹国联民生研究所银行团队国联民生货币金融研究院本文为银行投资思考20260201本期思考:银行超额收益回归本周市场风格开始切换,银行超额收益回归。银行个股方面,市场从资金面转向基本面,从买股息转向拔估值,业绩因子明显跑赢,基本面优质的中小行涨幅居前。开年以来股市持续上涨,之后主要被动宽基指数持续呈现净流出,银行板块也受到明显影响。不过本周四、周五被动资金流出开始明显放缓,资金面对...
Source Link作者:王先爽、乔丹国联民生研究所银行团队国联民生货币金融研究院本文为银行投资思考20260201本期思考:银行超额收益回归本周市场风格开始切换,银行超额收益回归。银行个股方面,市场从资金面转向基本面,从买股息转向拔估值,业绩因子明显跑赢,基本面优质的中小行涨幅居前。开年以来股市持续上涨,之后主要被动宽基指数持续呈现净流出,银行板块也受到明显影响。不过本周四、周五被动资金流出开始明显放缓,资金面对...
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