资金呈现防御倾向 13家高股息公司月内获融资客加仓

智通财经
6 hours ago
【资金呈现防御倾向 13家高股息公司月内获融资客加仓】今年前8个月,高股息板块整体表现并不出色。然而,进入9月,市场风格出现阶段性微调,A股整体风险偏好有所收敛,资金开始增配确定性资产,高股息板块迎来阶段性修复行情。截至9月14日,A股市场银行、交通运输、公用事业3个行业公司今年以来平均小幅上涨。上述3个行业中,24家公司年内累计涨幅超过30%,华电辽能、豫能控股、华电能源等5家公司年内累计涨幅超过100%。9月以来,上述3个行业中获得融资客加仓的公司有86家,其中37家获加仓幅度超过5%,拓日新能、凯添燃气等公司获融资客加仓超过25%。上述37家获得融资客加仓超过5%的公司中,最新股息率不低于3%的公司有13家,6家公司获融资客加仓超过10%,包括皖通高速、粤高速A、山东高速等。

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