中信证券:A股公司密集赴港上市 核心资产定价权可能逐步向南转移

中国金融信息网
26 May

转自:新华财经

新华财经北京5月26日电 中信证券称,A股优质核心资产在港股正式交易后,部分核心资产的定价权可能会逐步南移,同时短期内对应的A股交易料变得活跃,未来更多优质龙头赴港上市可能成为A股市场风格重新转向核心资产的催化剂。分析师裘翔等报告指出,本轮A股公司密集赴港IPO是出海战略、制度便利和港股流动性改善三重力量助推。近期A股极致小盘风格背景下机构对于核心资产的定价权明显弱化,赴港上市的A股优质核心资产有望重新校正估值,带动A股股价同步修复。港股以前是全球制造业的估值洼地,此轮A股优秀制造业公司赴港上市,给全球投资者提供了一批优秀的制造业企业,会持续不断吸引全球资金做配置。

编辑:刘铭

海量资讯、精准解读,尽在新浪财经APP

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