中信建投：银行基本面筑底聚焦高股息和业绩游刃有余标的

中信建投证券研究05-06

中信建投研报指出，宏观经济渐进式复苏，银行业基本面继续筑底，银行股投资按照基本面从强到弱的“选美”策略受经济预期和板块beta影响较大，在当前环境中仍有压力，从确定性强、实现置信度高、安全边际充分等因素出发，高股息策略仍应是银行股投资的主线思路。需要重点提示的是，去年至今，作为高股息银行的代表，国有大行A股估值实现了明显修复，站在当前时点，银行股高股息策略的内涵急需进一步深化，大行A股之外股息更高...

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中信建投：银行基本面筑底 聚焦高股息和业绩游刃有余标的

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中信建投：银行基本面筑底聚焦高股息和业绩游刃有余标的