银行业,一边上涨,一边洗牌

智谷商业评论
Aug 06

作者 | 华南索罗斯很多人都低估了银行股普涨行情背后的意义。银行业,正在迎来洗牌时刻。年初至今,申万银行行业指数上涨13.10%,在一级行业涨幅中排名第二;港股方面,Wind香港银行指数更是大涨近30%,表现不俗。而若将视线拉长,从2023年开始,银行板块已经迎来超过两年的上涨行情。一片火热之外,质疑声从未间断,只因银行经营面并无转变,还面临着净息差下行的巨大压力,在此背景下看一路走高的K线,有种...

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