“18罗汉”突然异动！农业银行总市值盘中突破3万亿背后有何逻辑？

东方财富网11-12

“大象”动了！　　11月12日早盘，A股市场，市值排前18的个股一度全线飘红，农业银行续创历史新高，而这18只股票的AB股总市值亦超过了20万亿元。但今天上午，指数虽然翻红，但下跌个股数量较多，跟前几天的格局相比，发生了明显变化。　　与此同时，市场资金流向显示，南向资金在上周大幅净流入，累计净流入12748亿元。具体来看，银行、非银行金融和石油石化行业成为主要流入对象。那么，大市值突然占优背后的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2582034352?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-12 11:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2582034352","market":"sh","top_or_hot":-1,"title":"“18罗汉”突然异动！农业银行总市值盘中突破3万亿 背后有何逻辑？","media":"东方财富网","content":"<div>\n<p>“大象”动了！　　11月12日早盘，A股市场，市值排前18的个股一度全线飘红，农业银行续创历史新高，而这18只股票的AB股总市值亦超过了20万亿元。但今天上午，指数虽然翻红，但下跌个股数量较多，跟前几天的格局相比，发生了明显变化。　　与此同时，市场资金流向显示，南向资金在上周大幅净流入，累计净流入12748亿元。具体来看，银行、非银行金融和石油石化行业成为主要流入对象。那么，大市值突然占优背后的...</p>\n\n<a href=\"http://finance.eastmoney.com/news/1344,202511123562063580.html\">网页链接</a>\n\n</div>\n","source":"east_money_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“18罗汉”突然异动！农业银行总市值盘中突破3万亿 背后有何逻辑？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“18罗汉”突然异动！农业银行总市值盘中突破3万亿 背后有何逻辑？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 11:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/news/1344,202511123562063580.html><strong>东方财富网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“大象”动了！　　11月12日早盘，A股市场，市值排前18的个股一度全线飘红，农业银行续创历史新高，而这18只股票的AB股总市值亦超过了20万亿元。但今天上午，指数虽然翻红，但下跌个股数量较多，跟前几天的格局相比，发生了明显变化。　　与此同时，市场资金流向显示，南向资金在上周大幅净流入，累计净流入12748亿元。具体来看，银行、非银行金融和石油石化行业成为主要流入对象。那么，大市值突然占优背后的...</p>\n\n<a href=\"http://finance.eastmoney.com/news/1344,202511123562063580.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001226.SGD","symbol_name":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","start_time":0,"source_url":"http://finance.eastmoney.com/news/1344,202511123562063580.html","article_id":"2582034352","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582034352","pubTimestamp":1762919033,"columns":[],"sourceInfo":{"source_id":"east_money_stock","name":"东方财富网"},"weMediaInfo":null,"summary":"【“18罗汉”突然异动！农业银行总市值盘中突破3万亿 背后有何逻辑？】今天，A股最为显著的特征是市值排在前18的个股一度集体拉升。那么，“大象吸金”背后的逻辑究竟是什么？分析人士认为，更可能是市场风险偏好变化导致风格切换所致。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601288":"农业银行","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","BK0278":"货币金融","03143":"华夏香港银行股","BK1231":"综合性银行","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","BK1521":"挪威政府全球养老基金持仓","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0173614495.USD":"富达中国焦点A","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK0183":"MSCI概念","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","BK0188":"融资融券","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","BK0012":"证金概念","01288":"农业银行","BK0015":"沪股通50","BK0187":"一线龙头","SG9999001051.SGD":"United Asia Fund SGD","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","BK0028":"国家队","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","BK1560":"内银股","BK0175":"白马股","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD"},"translate_title":"\"18 Arhats\" suddenly moved! What is the logic behind the total market value of Agricultural Bank of China exceeding 3 trillion intraday?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601288":1.5,"03143":0.6,"01288":1.5},"content_text":"“大象”动了！　　11月12日早盘，A股市场，市值排前18的个股一度全线飘红，农业银行续创历史新高，而这18只股票的AB股总市值亦超过了20万亿元。但今天上午，指数虽然翻红，但下跌个股数量较多，跟前几天的格局相比，发生了明显变化。　　与此同时，市场资金流向显示，南向资金在上周大幅净流入，累计净流入12748亿元。具体来看，银行、非银行金融和石油石化行业成为主要流入对象。那么，大市值突然占优背后的逻辑究竟是什么？　　“18罗汉”异动　　早上开盘后，A股普遍调整。深证成指、创业板指均跌超1%，沪指跌0.25%，超硬材料、氟化工、有机硅、电池等方向领跌，沪深京三市下跌个股超3800只。但随后，在大市值个股的强势拉升之下，全线拉升。上午10点15分左右，A股三大指数集体翻红。不过，个股表现并不强，盘面上杀跌个股依然达到3400只以上水平。　　今天，A股最为显著的特征是市值排在前18的个股一度集体拉升。农业银行一度拉升3%，续创历史新高，总市值突破3万亿元。美的集团、中国石油、中国银行皆涨2%。中国平安、中国人寿、工商银行、邮储银行等也表现出色。宁德时代、寒武纪等也一度拉升。唯工业富联在冲高之后有所回落。　　南向资金亦表现出对传统大市值的偏好。市场资金流向显示，南向资金在上周（11.3—11.7）大幅净流入，累计净流入12748亿元。具体来看，银行、非银行金融和石油石化行业成为主要流入对象，净流入金额分别为82.7亿元、53.5亿元和48.1亿元，合计约184亿元。这表明南向资金对金融和能源板块的偏好增强。　　背后有何逻辑？　　那么，“大象吸金”背后的逻辑究竟是什么？分析人士认为，更可能是市场风险偏好变化导致风格切换所致。　　国联民生金融工程团队认为，当前市场宏观杠杆率约12.46倍，A股科技板块估值处于较高位置，宽基指数结构风险方面，当前中证500与科创50结构风险较高。当前市场估值与情绪风险有所增加，盘口价差有所下降，价格弹性有所上升，盘口深度有所下降。卖单非流动性下降反映出市场卖压有所增加。　　美元指数已突破99的转强点，预计上行时间和幅度将超市场预期。太平洋证券认为，在海外下跌的过程中，“旧”势力展现出较好的韧性和弹性，随着指数站上4000点，预计科技等叙事类继续上涨需要盈利的上行来确认，而此前资金低配的有色、煤炭、光伏、银行、核电、消费、化工等板块仍在低位，牛市会抚平每一处“洼地”。　　中信证券表示，展望2025年11月，大类资产配置层面，建议增配国内股票和商品；股票风格配置层面，看好大市值风格，成长价值均衡配置；股票行业配置层面，煤炭、光伏、通信、农林牧渔等行业具有较好的配置价值。（文章来源：券商中国）","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2582034352","isCrawlerRequest":true}

“18罗汉”突然异动！农业银行总市值盘中突破3万亿 背后有何逻辑？

精彩评论

“18罗汉”突然异动！农业银行总市值盘中突破3万亿背后有何逻辑？