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割是很痛的. BAC的ER很难看,从某个角度来看比C的更可怕. 它的风险敞口很大,而且管理层好象并没有重视这一点. 横向比的话, BAC和C一直有个2-3的比例,最近这个比例好象扩大到了4.

ican (apple)
如果C的合理价格是4-4.35的话, BAC应该是12-14的价位.考虑到经济向好, BAC到15.X, 我会开始考虑建仓.短期应该会有个小反弹为傻MM跑路, 仓位重的话先减一半吧. 个人意见而已.
(#112392@43)
2009-10-16
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