【低估值遇上高分红 银行板块估值修复窗口正在打开 】今年以来,A股银行板块维持“低估值、高分红”特征,截至7月6日收盘,申万银行指数跌超9%,42家上市银行全部“破净”,仅9家银行股价上涨。与二级市场走势形成反差的是,银行股分红保持稳健,多家上市银行的动态股息率超过5%。这引发了市场对于银行股配置价值的讨论。业内人士认为,低利率环境下,银行股类固收属性凸显,板块估值修复窗口正在打开。
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