银行股起舞:是谁导演这场戏

澎湃新闻
Jul 14, 2025

7月上旬的上海持续高温,东方路上的一家券商营业部里弥漫着“矛盾的焦灼气氛”。当工商银行股价近日连续创下历史新高之际,一些曾经在今年年初热衷追逐科技概念的投资者,盯着电脑屏幕上连绵不绝的银行股阳线,脸色不定,沉默不语。中证银行指数近一年的涨幅超过35%,不仅超越了同期纳斯达克指数的表现,更让很多主动偏股基金的表现黯然失色。这场由政策红利、巨量机构资金增配共同驱动的资本盛宴,将银行股推至全市场的舞台...

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