【券商聚焦】国泰海通:当前AH溢价水平仍具备一定下行空间 半导体、硬件等新兴行业AH溢价望逐步收窄

金吾财讯
Sep 04

金吾财讯 | 国泰海通发研报指,从新老行业对比的新视角出发,我们对AH溢价现状及潜在下行空间作出如下五个判断:①当前AH溢价水平仍具备一定下行空间。②本轮AH溢价收窄主要由传统行业贡献。③当前地产、银行等传统行业AH溢价仍有收窄空间。④未来半导体、硬件等新兴行业AH溢价望逐步收窄。⑤A股先上市企业AH溢价下行空间更大。

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