南方基金:板块轮动?银行板块又出风头了!

泡财经
Oct 16, 2025

近期市场延续宽幅震荡格局,行业板块之间分化明显,市场情绪略显胶着。然而,基于这种环境下,经过前期调整的银行板块却脱颖而出,成为少数几个表现亮眼的板块之一,为市场注入了一抹难得的亮色。更有趣的是,这次行情的“主角”并非大家熟悉的“大象”——大型国有银行,反而是部分股份制银行和区域性中小银行表现得较为活跃,上演了一出“群雄逐鹿”的新格局。那么,这背后究竟是资金在震荡市中寻求的“一日游”,还是板块价值...

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