A股大蓝筹到底有没有泡沫？分析师们吵起来了

华尔街见闻2021-01-22

近来A股二八分化趋势显著，蓝筹股大幅上涨。随着近日市场调整，前期机构抱团的板块进入调整，市场关于A股大蓝筹到底有没有泡沫出现了分歧。上周，国泰君安90后首席策略师陈显顺提出观点，认为A股首次蓝筹股泡沫已至。一方面，当前市场中估值与盈利增速的背离正迅速拉大；另一方面，“二八分化”亦是蓝筹股泡沫的侧面印证。不过针对这一观点，也有券商分析师持相反态度。国盛证券分析师张启尧在1月21日的最新报告中...

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昂科欧
2021-01-22
昂科欧
这，，

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