【 百亿私募淡水泉发声：市场风格向基本面定价回归，优秀公司成长韧性凸显带来丰富机会】金十数据6月4日讯，记者6月4日获取的淡水泉最新月度观点显示，近期，越来越多赴港上市的“A+H”优质龙头走到了市场的聚光灯前。淡水泉认为，港股IPO火爆、AH溢价趋势性收敛既，这既得益于赚钱效应和增量资金的推动，也反映出优秀公司在出海、新消费、新科技等领域结构性增长的潜力，背后体现了基本面因素正起到越来越重要的作用。淡水泉表示，在多重压力交织、行业和企业分化加大的背景下，一方面，很多优秀公司通过自身竞争力展现出了强大的经营韧性和成长能力。但是从另一方面来看，这些企业的定价仍不充分，这为自下而上选股提供了丰富的机会来源。
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