方正证券：基本面修复同资金面积极共振看好2026银行板块实现戴维斯双击

智通财经2025-12-22

智通财经APP获悉，方正证券发布研报称，一方面上市银行2026年营收、利润表现有望改善，将支撑板块低估值、高股息的优势进一步凸显;另一方面，随监管持续指引中长期资金入市，险资等机构也有望持续加大银行板块配置规模，板块有望实现业绩、估值双升。建议关注：1)稳健高股息标的;2)板块核心资产;3)优质城商行;3)高风险资产压降尾声，零售业务逐步企稳的。方正证券主要观点如下：政策端：积极定调延续，关注结构...

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方正证券：基本面修复同资金面积极共振 看好2026银行板块实现戴维斯双击

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方正证券：基本面修复同资金面积极共振看好2026银行板块实现戴维斯双击