本周银行指数累计下跌 1.9%，相较沪深 300/创业板指数超额收益-4.7%/-5.8%开年第一周银行板块继续调整，相对沪深300 及创业板指数均出现显著的负超额收益。考虑板块基本面预期并未发生变化，预计依然受到市场风险偏好明显上升的影响。个股层面，渝农商行董事长任职资格本周获批，管理层不确定性落地后推动股价回升，经营层面最稳定的杭州银行领涨城商行板块。去年机构持仓相对高的浦发银行、南京银行、...
Source Link本周银行指数累计下跌 1.9%，相较沪深 300/创业板指数超额收益-4.7%/-5.8%开年第一周银行板块继续调整，相对沪深300 及创业板指数均出现显著的负超额收益。考虑板块基本面预期并未发生变化，预计依然受到市场风险偏好明显上升的影响。个股层面，渝农商行董事长任职资格本周获批，管理层不确定性落地后推动股价回升，经营层面最稳定的杭州银行领涨城商行板块。去年机构持仓相对高的浦发银行、南京银行、...
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