作者 | 华南索罗斯11月12日上午,农业银行盘中涨幅一度超过4%,股价创下历史新高后,总市值也突破3万亿元,位居A股第一。尽管此后回落,农行仍稳坐A股市值之王的位子。截至11月13日收盘,A股市值前三分别为农行(2.91万亿)、工行(2.73万亿)和建行(2.04万亿)。只是资本市场的态度,往往无法反映企业全貌。农行固然优秀,但市值老三,是对建行最大的低估。若将股价看做企业未来现金流的折现,农行...
Source Link作者 | 华南索罗斯11月12日上午,农业银行盘中涨幅一度超过4%,股价创下历史新高后,总市值也突破3万亿元,位居A股第一。尽管此后回落,农行仍稳坐A股市值之王的位子。截至11月13日收盘,A股市值前三分别为农行(2.91万亿)、工行(2.73万亿)和建行(2.04万亿)。只是资本市场的态度,往往无法反映企业全貌。农行固然优秀,但市值老三,是对建行最大的低估。若将股价看做企业未来现金流的折现,农行...
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