银行高股息投资主线：建行等H股折价国有大行受关注

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3月18日报告：银行高股息投资仍是主线，建行等H股折价国有大行受关注3月18日，中金发布的报告指出，受春节因素及去年同期信贷投放节奏影响，1月信贷和社融增长明显放缓。然而，将前两个月数据合并分析，信贷波动得到平滑。尽管如此，居民购房、房地产投资和民间投资等领域的信贷需求仍需恢复。报告建议，投资者需密切关注房地产政策变化、三大工程和基建投资对需求的拉动作用。当前，银行投资高股息仍为市场主线。中金推荐...

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