建设银行、上海银行、工商银行大涨!银行ETF优选(517900)逆市飘红

金融界
18 Apr

4月18日,银行板块集体走强,建设银行上海银行工商银行大涨!截至10时许,银行ETF优选(517900)逆市红盘。

专业人士分析称,去年以来,中央和金融监管部门不断出台政策,鼓励险资发挥“耐心资本”的优势,加大入市力度以支撑资本市场的稳定发展。从险企内部的考虑因素看,当前股票市场的估值仍处于较低位置,为应对利率下行,长期配置策略也需要把握估值低点机会来增配权益资产。传统固收类资产收益率下行,险资需通过高分红、低估值的权益资产(如银行股)增厚收益。“险资频频举牌上市公司的核心动因是低利率环境驱动、政策红利释放、战略协同需求和防御性配置。

银行ETF优选(517900)跟踪的银行AH指数,在AH市场进行轮动策略,优选低估标的,反映在中证银行指数上使用AH价格优选投资策略的整体表现。场外投资者可借助联接基金(A类:016572;C类:016573)介入。

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