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托马斯单飞啦！！！本期节目托马斯孤独分享了最近一段时间的银行股学习心得，学习总是孤独的。欢迎各位听友留言指正，学习的路上不再孤独。本期播客中的任何内容，仅供参考，不代表任何投资建议与承诺。有任何关于节目的疑问、吐槽、建议和想法，欢迎联系我们：[email protected]；添加节目小助手“MYTime9695”进行盲盒式的互动😂；也可以关注“小宇宙的马桶时间”公众号给我们留言、私信。- 时间轴 -01:50 高盛报告说了点啥03:10 中国商业银行的业务逻辑05:20 特性1 - 高杠杆09:04 特性2 - 收益前置，风险后置11:56 托马斯对报告的不同解读14:36 高杠杆和脆弱性的关系20:18 国企的社会责任和盈利的关系22:10 中国银行股的估值
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