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相关。从资产配置来看,理财产品减配债券和同业存单,增配存款和公募基金。展望来看,2026年,理财市场景气度延续积极,银行理财需要继续:优化资产配置策略,优化产品设计;加强投资者教育,夯实业务发展基础。责任编辑:曹睿潼

仍未摆脱这个底部区间。  从相对值看,低基数效应让同比继续小幅正增长,而且增速还略有回升。截至今年二季度,整体盈利TTM同比增长0.2%,相比去年底的-2.2%和今年一季度的0.0%小幅回升,创下2023年一季度以来的最高水平,整体业绩正在稳步远离负增长区间。  正如我们此前分析的,A股整体业绩比PPI的转正要更快。一方面是因为A股集中的是实体企业中的龙头,他们的微观竞争力比非上市公司更强,业绩恢

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