丑小鸭跳出了白天鹅的舞姿——十年回望银行股国泰海通证券首席经济学家 荀玉根近期银行股价的新高,引发了市场的讨论。过去十多年,国内宏观环境和产业发展快速变革,权益市场各类行业主题轮番表现,但在新兴科技和消费“你方唱罢我登场”的背景下,身为传统行业的银行指数却不断创新高。尤其是,现今距离2015年牛市顶点过去近十年,股价超越前高的行业寥寥无几,银行却是其中之一。在我国产业持续升级的趋势下,银行作为一个...
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