【资本观察】理性看待银行股的短期调整

资本秘闻
Jul 28

“银行股近期有所调整,市场看法出现分歧。银行股属于A股的核心资产,一定涨幅之后的调整有其必然性,但不应该盲目看空。毕竟银行股的价值摆在那里,仍然是价值投资者的核心标的。”银行股此轮调整的直接诱因,可归结为市场情绪的阶段性波动与资金配置的再平衡。前期银行股在稳健业绩与低估值修复的双重驱动下,累积了一定涨幅,部分资金选择获利了结,导致短期抛压增加。同时,A股市场整体风格切换,资金流向成长赛道,进一步...

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