天风证券认为，国有大行重回 1倍 PB 以上是大势所趋，农业银行有望作为“排头兵”率先站稳 1倍 PB。一方面，中央层面对国有大行定位明确、高度重视、充分支持。另一方面，银行业竞争格局重塑正在加速，国有大行竞争优势有望更加突出。短期来看，银行板块在四季度和一季度胜率较高。若后续农行股价再度出现回调，可能主要仍受两点因素扰动：一是市场风格轮动的冲击。二是技术性调整的内在需求。一、农业银行股价高涨的...
Source Link天风证券认为，国有大行重回 1倍 PB 以上是大势所趋，农业银行有望作为“排头兵”率先站稳 1倍 PB。一方面，中央层面对国有大行定位明确、高度重视、充分支持。另一方面，银行业竞争格局重塑正在加速，国有大行竞争优势有望更加突出。短期来看，银行板块在四季度和一季度胜率较高。若后续农行股价再度出现回调，可能主要仍受两点因素扰动：一是市场风格轮动的冲击。二是技术性调整的内在需求。一、农业银行股价高涨的...
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