业绩拐点确立!这一15万亿元板块获资金确定性青睐

证券市场周刊
Apr 21

在国有大行估值获得明显修复的背景下,当前兼具高股息防御性与业绩修复弹性的优质股份行与区域行的性价比更高。  当前,上市银行基本面筑底信号已全面清晰,2025年年报披露的业绩数据正式终结了此前两年的营收负增长态势,净息差降幅收窄成为核心支撑。与此同时,全球地缘政治扰动下,A股市场波动率增大,高胜率、低波动的价值资产愈发受到资金青睐,银行板块凭借明确的业绩修复预期、健康的筹码结构与充足的估值安全垫,...

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