【摘 要】
：
经过此次调整,银行股基本又回到年初的价位,平均估值为1.4倍2011PB和7.7倍2011PE;而引发此次调整的“地方融资平台方案”利空传言存在巨大不确定性,即便属实影响也相对有限;
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经过此次调整,银行股基本又回到年初的价位,平均估值为1.4倍2011PB和7.7倍2011PE;而引发此次调整的“地方融资平台方案”利空传言存在巨大不确定性,即便属实影响也相对有限;因此,坚持理性判断,继续看好银行股。
After this adjustment, bank stocks basically returned to the beginning of the year, with an average valuation of 1.4x 2011PB and 7.7x 2011PE. However, the “local financing platform solution” that triggered the adjustment has great uncertainty. Even if there is a huge uncertainty, The real impact is also relatively limited; therefore, adhere to rational judgments, continue to be optimistic about bank stocks.
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