浙商研究‖低利率背景下商业银行估值修复的底层逻辑

浙商证券研究所
Aug 22

本文回顾了低利率背景下,我国商业银行业绩表现承压但股价屡创新高的相悖现象,提出了用策略思维框架来理解审视商业银行估值修复的底层逻辑,并进一步展望了本轮商业银行估值修复进程的可持续性。作者简介南京大学会计系本硕,中国首位银行业新财富白金分析师、钻石分析师,南京大学校友紫金会会长。2012-2024年13次获得新财富最佳分析师第一名,连续多年全包揽:金牛奖最佳分析师第一名,第一财经最佳分析师第一名,...

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