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7月以来,欧洲斯托克银行指数反弹24%,日本东证银行指数反弹幅度达到30%,且日本长短期国债息差持续扩大,将进一步推升银行股股价。分析称,各大央妈的宽松政策是银行股反弹的重要助力,但负利率环境下银行的盈利能力担忧仍在。

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