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銀行股強勢!滬農商行升停,興業銀行、浦發銀行等創歷史新高
A股市場銀行股全線上升,其中,滬農商行升停,渝農商行升近7%,興業銀行、上海銀行升超5%,中信銀行、瑞豐銀行、民生銀行、鄭州銀行升超3%。另外還值得注意的是,興業銀行、中信銀行、北京銀行、浦發銀行、杭州銀行、南京銀行、成都銀行創出歷史新高。消息面上,險資2024年以來再掀舉牌潮,至今熱度未減。最近10年,保險行業出現過三輪舉牌浪潮,前兩次分別是2015年和2020年,2024年以來險資開啟了第三輪舉牌潮。從保險資金舉牌標的來看,保險公司今年舉牌的上市公司包括郵儲銀行、招商銀行、農業銀行、杭州銀行、中信銀行、北京控股、電投產融、東航物流、中國儒意、中國水務、大唐新能源和中國神華,其中有9只股票為H股(含A+H股)。從投資標的所處行業來看,銀行股被舉牌次數最多,此外還涉及公用事業、能源、交通運輸等行業。

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