2025年的市场,走得让人感觉陌生,同时又透露着一些熟悉感。A股里银行成为了上证指数的压舱石,从2022年10月的低点算起,万亿市值的工商银行已经翻了倍。港股上,曾经的热门赛道医疗和消费,经过几年沉寂之后,在香江卷土重来,一众创新药与新消费涨出了A股的味道。唯有地产依旧是那个“地惨”,躺在谷底毫无波澜,鲜有人问津。直到最近,素有“良心基金经理”之称、一向以左侧的耐心而闻名的杨东,出手抄底了地产股。...
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