A股唯一可媲美英伟达的板块，变天在即？

财富FORTUNE2025-07-16

图片来源：视觉中国今年以来，银行板块无疑是A股市场最耀眼的明星，堪称全市场的“领头羊”。该板块市值年内涨超2万亿元，导致国内市场热议本土“银伟达”崛起，其强劲势头甚至能与大洋彼岸市值刚突破4万亿美元的芯片巨头英伟达相提并论，而这两者之间科技含量的差异也令投资者开始质疑银行股的上涨势头。同时，该板块近期出现一些值得警惕的新号。截至7月16日，银行ETF（512800）所跟踪的中证银行指数在过去一年内...

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