3月2日,随着美伊冲突影响持续,地缘政治不确定性显著上行,全球市场风险偏好阶段性回落。受避险情绪影响,A股资源板块走强,银行板块同步上涨;港股市场则表现分化,银行板块整体下跌,外资银行股跌幅居前,而中资内地银行股相对抗跌。市场人士指出,在外部冲击扰动下,银行股再度呈现“防御底色”:低估值与高分红成为资金的重要锚点,但不同市场、不同银行之间的风险敞口差异,也直接反映在股价表现之中。A股银行股走强,...
Source Link3月2日,随着美伊冲突影响持续,地缘政治不确定性显著上行,全球市场风险偏好阶段性回落。受避险情绪影响,A股资源板块走强,银行板块同步上涨;港股市场则表现分化,银行板块整体下跌,外资银行股跌幅居前,而中资内地银行股相对抗跌。市场人士指出,在外部冲击扰动下,银行股再度呈现“防御底色”:低估值与高分红成为资金的重要锚点,但不同市场、不同银行之间的风险敞口差异,也直接反映在股价表现之中。A股银行股走强,...
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