【资本观察】理性看待银行股的短期调整

资本秘闻07-28

“银行股近期有所调整，市场看法出现分歧。银行股属于A股的核心资产，一定涨幅之后的调整有其必然性，但不应该盲目看空。毕竟银行股的价值摆在那里，仍然是价值投资者的核心标的。”银行股此轮调整的直接诱因，可归结为市场情绪的阶段性波动与资金配置的再平衡。前期银行股在稳健业绩与低估值修复的双重驱动下，累积了一定涨幅，部分资金选择获利了结，导致短期抛压增加。同时，A股市场整体风格切换，资金流向成长赛道，进一步...

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