港股及中概股的财报季已经徐徐拉开帷幕。贝壳、腾讯音乐等公司打了头阵,但是重头戏显然是今晚的腾讯、京东,以及下周的阿里。还有一些公司的财报发布日期尚未确定,大家普遍期待美团成为这个财报季的收官者。这是一个既有趣、又矛盾的财报季。去年9月开始的中国资产重估已经持续了一年零两个月,但是中概股普遍与历史最高点还有较大的距离(仅有腾讯等少数例外)。外资机构投资者对中国资产的配置达到了两年来的最高水平,不过要...
Source Link港股及中概股的财报季已经徐徐拉开帷幕。贝壳、腾讯音乐等公司打了头阵,但是重头戏显然是今晚的腾讯、京东,以及下周的阿里。还有一些公司的财报发布日期尚未确定,大家普遍期待美团成为这个财报季的收官者。这是一个既有趣、又矛盾的财报季。去年9月开始的中国资产重估已经持续了一年零两个月,但是中概股普遍与历史最高点还有较大的距离(仅有腾讯等少数例外)。外资机构投资者对中国资产的配置达到了两年来的最高水平,不过要...
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