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王俊凯 抢票

,资金开始回流估值更低、确定性更强的银行板块。  上涨是否可持续?  在多重因素共振下,银行股的上涨逻辑正在发生变化。  “过去几年,银行股更多是被动防御资产,配置它是为了稳组合,而不是赚超额收益。”一位保险资管投资人士此前对记者表示,但当前,一些区域优势明显、经营弹性较强的城商行,正在被重新纳入主动配置视野。  从调研情况看,机构关注度已有所回升。Wind数据显示,今年1月至今,已有13家A股银

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