“他们有英伟达,我们有银伟达!”所以真的“伟达”吗?

每日经济新闻
Dec 02, 2025

近期A股持续走强,金融板块成为市场重要的推动力量。四大行在此轮行情中屡次刷新前高,让投资者注意到以它们为代表的A股市场的磐石——金融股。而对金融股本身来说,这或许也是其价值再发现的契机。“破净”的银行——为何难被市场青睐?传统估值框架下,市净率PB常被用来衡量周期股的价值高低。原因很简单,市净率是普通股股东愿意为每1元净资产支付的价格。股东为何会为企业的净资产买单?自然是这些净资产能够为企业日后...

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