“耐心资产”等高股息方向被继续看好，为何？

每日经济新闻07-02

天风证券研报指出，继续看好“耐心资产”等高股息方向。其认为后续高股息风格或继续演绎，红利板块内部迎新一轮扩散。原因是新“国九条”中提到“市值管理”“提高二级市场投资回报率”，政策逻辑和市场逻辑共振之下，具备垄断性、稀缺性的高股息资产有望获得价值重估。有市场人士对此表示认同，并认为天风证券给出的原因已经指明了挑选高股息“耐心资产”的方向，即央企红利类资产。因为央企在“市值管理”考核下，“提高二级市场...

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