上证综指日K线上,近期最高点已经刷新为1920.18,然而市场的气氛却越发萧条。“二八现象”愈演愈烈,只是指挥棒从钢铁板块交到了地产、银行板块。和价值严重低估的钢铁股相比,地产、银行股的疯涨更像是空中楼阁:万科、招行作为这两个板块的龙头,动态市盈率已经分别达到了20倍和30倍;而央行刚提高存款保证金率不久,国家对地产的调控也从来没有松动过,这对银行和地产板块来说都应该是实质性的利空。上证领先里白线和黄线的分歧越来越大,一切都给人以风雨飘摇的萧瑟感觉。
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