文/沧海一土狗ps:2800字最近,国内的楼市情况并不理想,处于止跌企稳的过程中。目前,北京二手房挂牌量大概是15w左右的数量级。在这种情况下,有一种看空银行股的论调,大致意思是楼市不行,银行资产质量恶化,所以,银行股不应该涨,下跌才对。但是,银行股的股价却给出了不同意见,如上图所示,银行股指数一骑绝尘,今年已经累积涨了22%+。对于这一现象,看空派死不认账,他们认为,银行股的上涨是国家队和市场...
Source Link文/沧海一土狗ps:2800字最近,国内的楼市情况并不理想,处于止跌企稳的过程中。目前,北京二手房挂牌量大概是15w左右的数量级。在这种情况下,有一种看空银行股的论调,大致意思是楼市不行,银行资产质量恶化,所以,银行股不应该涨,下跌才对。但是,银行股的股价却给出了不同意见,如上图所示,银行股指数一骑绝尘,今年已经累积涨了22%+。对于这一现象,看空派死不认账,他们认为,银行股的上涨是国家队和市场...
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