近期,市场关于高股息银行股的讨论越来越激烈,一方面个别银行的股息率已经被白酒龙头股超越,另一方面银行股AH股的价差正在收敛,H股的低估值优势不再那么明显。保险和券商股的AH股溢价率更突出,部分资金悄无声息地转而布局保险和券商H股,贝莱德、易方达等机构纷纷增持券商H股,其中易方达香港证券ETF规模7月份实现翻倍,中证港股通非银金融ETF近三个月涨幅超过30%。AH股溢价率大幅收敛今年以来,南向资金净...
Source Link近期,市场关于高股息银行股的讨论越来越激烈,一方面个别银行的股息率已经被白酒龙头股超越,另一方面银行股AH股的价差正在收敛,H股的低估值优势不再那么明显。保险和券商股的AH股溢价率更突出,部分资金悄无声息地转而布局保险和券商H股,贝莱德、易方达等机构纷纷增持券商H股,其中易方达香港证券ETF规模7月份实现翻倍,中证港股通非银金融ETF近三个月涨幅超过30%。AH股溢价率大幅收敛今年以来,南向资金净...
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