高股息资产受追捧！今年以来银行股逆势上涨，行情能持续多久？

澎湃新闻01-22

沪深股市下跌背景下，银行股逆势走强。　　Wind数据及大智慧VIP显示，1月22日，银行股逆势走强。截至收盘，齐鲁银行（601665.SH）上涨1.8%，招商银行（600036.SH）上涨1.75%，苏州银行（002966.SZ）、中国银行（601988.SH）、兴业银行（601166.SH）、邮储银行（601658.SH）、建设银行（601939.SH）均有上涨。虽然当日银行指数下跌0.19%...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2405970086?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-01-22 21:55","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2405970086","market":"sg","top_or_hot":-1,"title":"高股息资产受追捧！今年以来银行股逆势上涨，行情能持续多久？","media":"澎湃新闻","content":"<div>\n<p>沪深股市下跌背景下，银行股逆势走强。\n　　Wind数据及大智慧VIP显示，1月22日，银行股逆势走强。截至收盘，齐鲁银行（601665.SH）上涨1.8%，招商银行（600036.SH）上涨1.75%，苏州银行（002966.SZ）、中国银行（601988.SH）、兴业银行（601166.SH）、邮储银行（601658.SH）、建设银行（601939.SH）均有上涨。虽然当日银行指数下跌0.19%...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-01-22/doc-inaemiqt7656218.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高股息资产受追捧！今年以来银行股逆势上涨，行情能持续多久？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高股息资产受追捧！今年以来银行股逆势上涨，行情能持续多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 21:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2024-01-22/doc-inaemiqt7656218.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>沪深股市下跌背景下，银行股逆势走强。\n　　Wind数据及大智慧VIP显示，1月22日，银行股逆势走强。截至收盘，齐鲁银行（601665.SH）上涨1.8%，招商银行（600036.SH）上涨1.75%，苏州银行（002966.SZ）、中国银行（601988.SH）、兴业银行（601166.SH）、邮储银行（601658.SH）、建设银行（601939.SH）均有上涨。虽然当日银行指数下跌0.19%...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-01-22/doc-inaemiqt7656218.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1048596156.SGD","symbol_name":"Blackrock Asian Growth Leaders A2 SGD-H","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2024-01-22/doc-inaemiqt7656218.shtml","article_id":"2405970086","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2024-01-22/doc-inaemiqt7656218.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2405970086","pubTimestamp":1705931700,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"沪深股市下跌背景下，银行股逆势走强。　　Wind数据及大智慧VIP显示，1月22日，银行股逆势走强。虽然当日银行指数下跌0.19%，但仍远强于上证指数报同日2.68%的跌幅。　　实际上，银行板块是今年以来走势较好的板块之一。据澎湃新闻统计，2024年开年至1月22日，银行板块累计上涨1.66%，同期沪深300下跌6.18%。据其统计，截至1月19日，北向资金累计净流出A股314亿元，同时部分高股息行业获得逆市增持，增持比例居前的有煤炭、银行、交运等。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","399300":"沪深300","600000":"浦发银行","600015":"华夏银行","600016":"民生银行","600036":"招商银行","600919":"江苏银行","601009":"南京银行","601077":"渝农商行","601166":"兴业银行","601169":"北京银行","601577":"长沙银行","601658":"邮储银行","601665":"齐鲁银行","601818":"光大银行","601825":"沪农商行","601939":"建设银行","601988":"中国银行","601997":"贵阳银行","601998":"中信银行","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0188":"融资融券","BK0187":"一线龙头","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","BK0077":"质押式回购","BK0196":"行业龙头","LU0140636845.USD":"施罗德大中华区股票A Acc","BK0086":"举牌","BK0201":"可转债","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","002966":"苏州银行","000001":"平安银行","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK0010":"央企","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC"},"translate_title":"High Dividend assets are sought after! Since the beginning of this year, bank stocks have risen against the trend. How long can the market last?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":0.9,"399300":0.9,"600000":1,"600015":1,"600016":1,"600036":1,"600919":1,"601009":1,"601077":1,"601166":1,"601169":1,"601577":1,"601658":1,"601665":1,"601818":1,"601825":1,"601939":1,"601988":1,"601997":1,"601998":1,"002966":1,"000001":1},"content_text":"沪深股市下跌背景下，银行股逆势走强。\n　　Wind数据及大智慧VIP显示，1月22日，银行股逆势走强。截至收盘，齐鲁银行（601665.SH）上涨1.8%，招商银行（600036.SH）上涨1.75%，苏州银行（002966.SZ）、中国银行（601988.SH）、兴业银行（601166.SH）、邮储银行（601658.SH）、建设银行（601939.SH）均有上涨。虽然当日银行指数下跌0.19%，但仍远强于上证指数报同日2.68%的跌幅。\n　　实际上，银行板块是今年以来走势较好的板块之一。据澎湃新闻统计，2024年开年至1月22日，银行板块累计上涨1.66%，同期沪深300下跌6.18%。\n　　据光大证券（维权）研报统计，1月1日-19日，银行指数跑赢沪深300指数6.5个百分点，在30个行业板块中位居首位。\n　　光大证券研报指出，2024年开年以来，北向资金持续净流出，但连续逆市增持银行板块。据其统计，截至1月19日，北向资金累计净流出A股314亿元，同时部分高股息行业获得逆市增持，增持比例居前的有煤炭、银行、交运等。\n　　个股方面，2024年1月1日至22日收盘，涨幅前5的银行为招商银行、沪农商行（601825.SH）、南京银行（601009.SH）、中信银行（601998.SH）、江苏银行（600919.SH），分别上涨8.73%、6.97%、6.64%、5.29%、5.23%。\n　　银行股上涨的逻辑\n　　光大证券认为，在股市震荡下行、债市收益率快速走低的背景下，资本市场高收益资产匮乏，高股息资产凸显投资性价比。截至1月19日，上证、深证市盈率估值分别为12倍、19.3倍，较2022年初分别下降13.5%、33.1%。澎湃新闻据Wind数据计算，截至1月22日，A股42支银行股市盈率平均值为4.8倍，显著低于上证、深证市盈率估值。\n　　此外，光大证券认为，在经济增长预期偏弱、资本市场“资产荒”现象加剧的背景下，以银行为代表的类固收资产凸显投资性价比。截至1月19日，A股、H股上市银行平均股息率分别为5.9%、7.8%，与10年期国债收益率价差分别为337bp、528bp，处在历史最高水平。光大证券认为，看重“类债价值”、资产端欠配较为严重的保险资金对该类资产配置意愿有所提升，后续险资有望进一步加码配置兼具净资产收益率与高股息的权益标的。\n　　同时，光大证券表示，2024年银行信贷“开门红”预期较强，机构投放强度差异引导选股逻辑，上市银行2024年营收有望转正，盈利增速或稳定在2%-3%，银行业整体经营具有确定性。此外，银行板块具有低估值、高股息特征，后续估值下行空间较为有限。\n　　华泰证券表示，目前已有四家银行发布业绩预报，业绩稳健增长，资产质量平稳，其看好低估值大行+优质区域行股票。光大证券也认为，从目前看，不同机构、不同区位间信贷投放呈现差异化表现，苏沪经济发达省份信用活动维持在较高水平，为市场提供了投资银行股的主题逻辑，一定程度上催化了区域中小银行股价的相对强势表现。\n　　银行股估值排行榜\n　　Wind数据显示，截至1月22日，股息率排名前5的银行为：兴业银行（7.82%）、南京银行（6.78%）、华夏银行（6.71%）、渝农商行（601077.SH， 6.65%）、北京银行（601169.SH， 6.51%）。\n　　同时，从低往高排，市净率排名前5的银行为民生银行（600016.SH）、浦发银行（600000.SH）、华夏银行（600015.SH）、贵阳银行（601997.SH）、光大银行（601818.SH），分别为0.31倍、0.32倍、0.34倍、0.34倍、0.39倍。\n　　同时，从低往高排，市盈率排名前5的银行为贵阳银行（601997.SH）、华夏银行（600015.SH）、平安银行（000001.SZ）、兴业银行、长沙银行（601577.SH），分别为3.1倍、3.51倍、3.64倍、3.74倍、3.74倍。\n数据来源：Wind\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2405970086"}