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銀行ETF基金(512700)升2.43%,中信銀行盤中衝擊升停
銀行板塊表現亮眼,中信銀行一度升停,截至10點41分,銀行ETF基金(512700)升2.43%。2023年末以來,宏觀環境以及企業盈利預測持續調整的過程中,高股息策略受到了市場的持續關注,其中長端利率的下行是推動高股息資產價格表現的重要因素。銀行股較高的股息率以及極低的估值成為資金的優選,疊加市場防禦需求上升,助推了整個銀行板塊的市場表現。往後看,高股息策略中,分母端的支持因素或已較多反應,而分子端的穩定性成為高股息選股的重點邏輯。長週期角度看,銀行業整體的利潤增長或已經進入底部區間,盈利的穩定性將逐步體現。另外,從分紅的角度看,分紅率的提升,有利於銀行股估值的提升。展望後市,有機構建議關注銀行板塊的配置機會。
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