五大行创新高，一个重大的信号

格隆汇08-27

A股的资金方向更加明确了——逃离赛道成长，抱团高息红利。一边是深成指、创业板指跌约1%，两市超4100只个股下跌，成交额只有5千亿出头，继续缩量；另一边是五大行再创历史新高，煤炭、光伏、石化等少数领域领涨。前者代表的是各赛道成长板块继续集体失声，后者代表的是几大业绩稳健的高息资产重新成抱团核心。即使是后者也出现了分化，一些虽然业绩增长挺强但已经涨太高的这一次没能跟上。只有银行、能源这些业绩更加稳健...

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