欧美银行业股票在以后是很有前途的.

hoollly

不过不是现在,假设各国中央银行没有好象英国那样国有化掉northern rock,在以后的日子,银行股票是很有前途的,只是担心到时候100削1,股价太贵,也没人买得起.

Citigroup刚公布业绩:
Citigroup posts $5.11 billion first-quarter loss
http://www.reuters.com/article/bondsNews/idUSN1829842820080418

Results included $6 billion in write-downs and credit costs tied to subprime mortgages, $3.1 billion in write-downs for loans to fund corporate buyouts, and a $3.1 billion increase in credit costs related to consumer lending.
The company also wrote down $1.5 billion of its exposure to bond insurers and $1.5 billion for auction-rate securities.

Suprime损失才60亿美元,而其余write-down就有90亿美元.

明显,Subprime loss已经七七八八了,接下来的是buyout的write down和consumer lending的write-down.

Leveraged buyout
http://en.wikipedia.org/wiki/Leveraged_buyout

Consumer lending

Consumer lending (also called retail lending) or refers to making a wide range of secured and unsecured loans to consumers for consumable items such as a car, boat, manufactured home, home equity loan, home equity line of credit, signature loan, signature line of credit, recreational vehicle, or share or Certificate of Deposit or Stocks and Mutual Funds secured loans.
Consumer lending does not include mortgage loans.