工行重回市值第一,是风格切换还是风险偏好的一次再平衡?

同花顺
Oct 20

10月19日,工商银行(601398)市值超过长鑫科技(688825),重回A股市值第一。榜首更替很醒目,但它能回答的只是某一时点市场给两家公司定价后的相对位置,不能单独证明资金已经全面离开科技、转向银行,更不能据此宣布长期风格切换已经完成。**问题一:工行登顶,意味着资金全面转向银行吗?**眼下更稳妥的判断是:银行与成长资产出现了阶段性分化,市场在重新权衡确定性、估值和风险承受能力。公开市场数据...

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