金吾财讯 | 民银国际发研报指,中国资本市场仍有望保持慢牛格局。美联储降息将推动全球资金再配置,中国或资产因收益率优势和货币体系重构红利成为重要目的地。目前中国资本市场估值较去年有所提升,但相对估值仍在全球处在偏低位置,美联储降息仍利好海外资金布局中国市场,A股与港股有望延续目前的“慢牛”格局。
金吾财讯 | 民银国际发研报指,中国资本市场仍有望保持慢牛格局。美联储降息将推动全球资金再配置,中国或资产因收益率优势和货币体系重构红利成为重要目的地。目前中国资本市场估值较去年有所提升,但相对估值仍在全球处在偏低位置,美联储降息仍利好海外资金布局中国市场,A股与港股有望延续目前的“慢牛”格局。
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