华泰证券研报:高股息资产布局策略解析
华泰证券研报指出,高股息超额收益环境有支撑但需内部切换。关税预期缓和但变数存,5-7月将迎来密集分红期,高股息资产有布局价值。高位银行股承压,资金寻求“高切低”。建议关注铁路公路、电信运营商等高股息资产。...
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