外卖和其他行业的竞争压力可能令短期盈利预测下调。据IPO早知道消息,近日,瑞银投资银行中国股票策略研究主管王宗豪以“H股投资:什么变了?什么没变?”为主题对港股的投资框架发表了最新观点。随着南向投资者对香港股票的配置比例增加到香港自由流通股的21%,他更新了香港股票市场投资框架。王宗豪认为,推动H股的关键因素(按重要性降序排列)分别为:1)政策和法规;2)盈利(特别是盈利调整趋势);3)创新,4)...
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