多因素推升银行股估值,险资接连出手增持

证券日报
18 Feb

2025年开年以来,A股银行板块延续强势表现。上周以来,工商银行股价持续攀升,2月17日盘中,股价再度触及历史最高点。同日,交通银行港股股价创下历史新高。此外,近期险资不断增持银行H股,尤其是国有大行H股。   南开大学金融发展研究院院长田利辉在接受《证券日报》记者采访时表示,银行股的强势表现是“经济复苏预期+高股息防御+资产质量改善”三重因素共振的结果,险资增持银行H股则是基于“估值洼地+汇率...

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