大家都知道,今年大A指数主要是靠银行股撑起来的,但最近又不一样了,银行投资者出现了一种在“躲牛市”的感觉,如果观察这一轮行情,会发现是各种热点一起轮着来,鸡犬升天的时候反而银行被落下,这是为什么呢?首先,咱们要弄明白银行股上涨的逻辑。银行股上涨通常不靠散户,也不靠公募,完完全全是靠那一帮自己人,银行是国资高度持股的板块,以工商银行举例,前十大股东的持股占比超过95%,前三大股东持股占比超过90%。...
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