〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_601878,浙商证券) href=/601878/〉浙商证券（601878）发布研报称，险资增持银行股符合长期趋势，预计2026、2027年合计约有4000亿险资资金增持银行股，节点上预计26Q2开始配置动力将增强。未来险资增持银行可期，继续看好银行股的绝对收益机会。重点推荐“新动能组合”：〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_601009,南京银行) href=/601009/〉南京银行（601009）(601009.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_600000,浦发银行) href=/600000/〉浦发银行（600000）(600000.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_601229,上海银行) href=/601229/〉上海银行（601229）(601229.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_601077,渝农商行) href=/601077/〉渝农商行（601077）(601077.SH)、〈a class=singleStock target=_blank onmouseover=javascript:tip.createStockTips (event,hs_601398,
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