2.14万亿!中石油超农行夺A股市值冠军,“三桶油”涨势能否延续?

第一财经
Mar 04

3月4日早盘,一度大幅下挫的“三桶油”午后回暖,中国石油由跌转涨,收盘市值升至2.14万亿元,正式超越农业银行,登顶A股上市公司市值榜首,成为新的“市值一哥”。此前两个交易日,“三桶油”刚刚创下首次连续两日涨停的纪录。市场认为,本轮“三桶油”引领的行情属于“HALO交易”,即资金正从AI相关赛道撤离,转向重资产、资源类板块。从长周期看,三桶油早已开启一轮趋势性牛市:2025年初以来,中国石油累计...

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