证券日报:三重力量托举银行股“大象起舞”

格隆汇
Sep 04
证券日报发文称,近期,A股市场银行板块走势强劲,多只个股股价屡创新高。Wind数据显示,9月1日至3日,工商银行、中国银行、建设银行、中信银行、江苏银行等12家银行股价集体创下年内新高。在A股震荡调整之际,银行股上演“大象起舞”,担起市场“压舱石”责任,其背后的逻辑链条受到市场广泛关注。 本轮银行股集体上涨,正是该板块价值力量的再度演绎。究其原因,这并非偶然的短期资金博弈,而是政策护航、资金合力、基本面改善三重力量共同作用的必然结果。首先,政策环境持续优化,各监管部门同向发力、协同施策,为银行板块上行奠定了政策基础。其次,资金端配置逻辑重构,增量资金持续涌入,为银行板块上行积蓄了市场动能。最后,银行经营质量的稳步改善得到数据验证,为银行板块上行提供了基本面支撑。

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