2025年9月8日,港股通标的名单定期调整生效,调整结果分别有20入和20出。市场目光往往聚焦新调入的标的,却容易忽略一个事实:调出并不等同于企业基本面走弱,相反,它有时会带来难得的“价值错位”,为投资者提供低位布局优质资产的时间窗口。 十月稻田(9676.HK)正是这样一个值得关注的例子。尽管暂时离开港股通名单,十月稻田却正以清晰的战略、扎实的业绩和强劲的成长动能,展现出被市场低估的品牌价值与...
Source Link2025年9月8日,港股通标的名单定期调整生效,调整结果分别有20入和20出。市场目光往往聚焦新调入的标的,却容易忽略一个事实:调出并不等同于企业基本面走弱,相反,它有时会带来难得的“价值错位”,为投资者提供低位布局优质资产的时间窗口。 十月稻田(9676.HK)正是这样一个值得关注的例子。尽管暂时离开港股通名单,十月稻田却正以清晰的战略、扎实的业绩和强劲的成长动能,展现出被市场低估的品牌价值与...
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