股东分析:从2025年一季报可以看到,在一季度沪股通增持了1.57亿股,其他股东无变化。一季报显示农业银行股东总数从年底的44.18万户大幅增加到49.51万户,增加了5.33万户。农行这个股东数据比较有意思,代表外资的沪股通增持的情况下,股东人数出现显著增加,这说明有其他机构的资金在派发筹码。结合国有大行已经启动新一轮股权再融资,农行2年翻倍的行情应该是需要进入中期调整的节奏了。营收分析:根据...
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