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两会新观察：资本市场策马扬鞭步步向新_蜘蛛资讯网

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股行情虽随地缘局势波动的大趋势下，内银股的防御属性也持续受到市场关注。有分析认为，在当前“业绩验证+地缘波动”的双重背景下，高股息资产的“确定性溢价”凸显。银行等红利品种不仅业绩稳健、预喜率高，更提供4%以上的股息率安全垫，形成“业绩+股息”双击。　　展望后市，华创证券还表示，目前银行欠配幅度仍然较大。预计2026年仍是银行板块估值系统性回升的一年。　　一方面，受益基本面回暖和资金驱动共同发力，银

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