最新消息:2026年银行板块延续“红利+修复”双轮驱动逻辑!多家机构研报指出,净息差降幅大幅收窄、盈利增速有望双升(营收+净利润预计3%以上),高股息属性持续吸引险资、社保等长线资金入场,板块低估值(平均PB约0.7倍)、高股息(多数4%-6%)的安全边际突出,被视为防御底仓+价值重估首选。监管持续强调金融支持实体、数字化转型与绿色金融,银行股长期配置价值进一步夯实。敲黑板!今天就给家人们扒一扒...
Source Link最新消息:2026年银行板块延续“红利+修复”双轮驱动逻辑!多家机构研报指出,净息差降幅大幅收窄、盈利增速有望双升(营收+净利润预计3%以上),高股息属性持续吸引险资、社保等长线资金入场,板块低估值(平均PB约0.7倍)、高股息(多数4%-6%)的安全边际突出,被视为防御底仓+价值重估首选。监管持续强调金融支持实体、数字化转型与绿色金融,银行股长期配置价值进一步夯实。敲黑板!今天就给家人们扒一扒...
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