银行板块或再度转入“顺风局”，为何？

每日经济新闻2025-10-23

光大证券分析指出，中美经贸摩擦再度升温引发市场避险情绪上升，银行板块防御属性对资金吸引力增强。回顾今年二季度，在外部不确定性增加背景下，银行板块走出明显上涨行情，具备结构性配置优势。当前科技成长类板块交易拥挤度较高，部分资金或转向低估值、高股息的红利板块，形成“高切低”轮动，为银行股提供支撑。此外，复盘近十年走势显示，11月至次年1月银行板块跑出绝对收益的概率分别达70%和80%，胜率居各行业前列...

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