昨天看到一张图,银行股的涨幅竟然被小瞧了。这种"旁若无人"的涨势背后,是利率下行周期中资金对确定性资产的重新定价:十年期国债收益率跌至1.7%的洼地,险资举牌银行股、南向资金狂扫4000亿港元,本质是资本在资产荒中对"类债资产"的集体投票。今天,不管是港股还是A股,券商股、银行股都再度走强,工商银行、建设银行、农业银行再创新高,齐鲁银行、北京银行、杭州银行纷纷上扬。银行股的强势表现,恰好与易方达...
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