国泰海通证券:四月积极看多银行板块相对收益

澎湃新闻
08 Apr

国泰海通证券研报表示,四月积极看多银行板块相对收益。2017年—2019年中美贸易摩擦形势紧张期间,银行板块避险属性突出,本次应有共性。一方面,关税对银行经营冲击相对间接,银行承担全社会影响的均值、分散了不确定性;另一方面,银行低估值、高股息,提供了投资安全边际。2025年第一季度银行业营收增速承压,但信贷弱增长、息差集中反应全年同比降幅、非息表现欠佳均已在预期内,底部计价充分。 海量资讯、...

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