近期港股市场流动性泛滥后,很多内地和香港两地上市的股票,在港股的估值折价都是在缩小,甚至小部分公司都出现估值溢价了,港股中芯国际相对 A 股则走了一个完全相反的走势——自 DeepSeek 猛涨之后,近期相对 A 股的定价又开始往下滑了。其实,海豚君刚看中芯国际时就有群友提出,这么一个国之重器的核心资产,中芯 A 股和 H 股为何这么大的价差,差时港股只有 A 股的 25%,DeepSeek 这种...
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