瑞银证券:美元进一步走弱 海外资金流入港股更为明显

格隆汇APP
14 Jul

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格隆汇7月14日|瑞银证券表示,展望下半年,在美元进一步走弱的背景下,除非A股吸引大量场外新增资金,A股较H股的溢价或将维持在中期的低位水平。中国股票策略分析师孟磊在报告中表示,A股也受益于由人民币汇率小幅走强所带来的部分外资回流,但受益幅度相对有限,因外资在A股的持股比例仍然较低。而港股因在新兴市场中权重更大,受益于美元走弱带来的海外资金流入更为明显,且上半年南向资金净买入创历史新高。从企业层面来看,进口成本或美元债占比较高的公司将更易受益于美元走弱

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