金融业的亏损非常大

尽管还没有变现，秉着安全至上原则的投资人将抛售浮亏严重或者已经资不抵债的金融企业

金融业浮亏严重的问题已经完全公开了

https://www.fdic.gov/news/speeches/2023/spmar0623.html

FDIC主席Martin Gruenber本月6日的演讲中说

The current interest rate environment has had dramatic effects on the profitability and risk profile of banks’ funding and investment strategies. First, as a result of the higher interest rates, longer term maturity assets acquired by banks when interest rates were lower are now worth less than their face values. The result is that most banks have some amount of unrealized losses on securities. The total of these unrealized losses, including securities that are available for sale or held to maturity, was about $620 billion at yearend 2022. Unrealized losses on securities have meaningfully reduced the reported equity capital of the banking industry.

2022年底在FDIC有记录的大部分银行都有浮亏，总数达6200亿美刀。现在肯定是更多了。08年的数据比这小大约10倍。

从风险控制的角度看，银行股遭抛售是必然的。