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中信證券:銀行股的投資價值有望進一步被夯實
格隆匯 10-29 09:20
中信證券研報指出,三季度以來,銀行板塊絕對收益邏輯延續,受市場進攻板塊反彈顯著影響,板塊相對收益走弱,銀行股佔主動型基金重倉股比例基本保持平穩,仍處歷史相對低位。展望後續,銀行股的價值提升來自於投資者重新搭建人民幣大類資產投資框架下的邏輯演繹,低波穩健產品對於權益價值的保護是這一框架下資金的現實選擇,政策助力帶來的實體風險緩釋尤其是城投和地產部門信用風險的緩釋,進一步夯實銀行股的投資價值,建議積極增配。
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