银行股“小牛市”引爆可转债强赎潮,资本运作新逻辑浮现

每财网
Jul 08, 2025

银行股的持续上扬激活了强赎机制,本质是资本市场对银行业基本面改善的积极反馈。文/每日财报 张恒近期,A股市场银行板块延续强势行情,呈现“慢牛式”上拱。公开数据显示,今年上半年银行板块指数累计涨幅达13.1%,跑赢沪深300指数13.07个百分点,位居各行业(申万一级)第二位。银行板块成为今年上半年表现最好的行业板块之一,包括四大行在内的18只银行股今年先后突破历史新高,成绩斐然。截至6月30日...

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