各位老板好呀，今晚跟大家聊聊最火热的银行和科技主题~先看银行最近银行回调有些猛，指数回调接近6%，连跌四周，看下图。站在近三年区间来看，超过这波回撤的只有23年5月和24年9月。近期的波动率已经有所下降，波动率已经回到了较低水平。银行板块的筹码有了明显的出清，也许银行板块下跌的主要阶段已经过去。银行板块的资金与其他板块性质并不相同，典型代表是社保、险资和券商自营，属于对绝对收益的持续配置型资金，...
Source Link各位老板好呀，今晚跟大家聊聊最火热的银行和科技主题~先看银行最近银行回调有些猛，指数回调接近6%，连跌四周，看下图。站在近三年区间来看，超过这波回撤的只有23年5月和24年9月。近期的波动率已经有所下降，波动率已经回到了较低水平。银行板块的筹码有了明显的出清，也许银行板块下跌的主要阶段已经过去。银行板块的资金与其他板块性质并不相同，典型代表是社保、险资和券商自营，属于对绝对收益的持续配置型资金，...
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