中国消费板块估值已至全球洼地。瑞士银行在最新报告中指出,当前环境下,投资机会隐藏在特定赛道和公司中的“阿尔法”(Alpha)机会。 据追风交易台消息,瑞银于11月18日发布的中国消费行业报告明确指出,中国消费股的估值吸引力已不容忽视。MSCI中国可选消费指数和必选消费指数的12个月远期市盈率,已分别较全球同类指数低约40%和10%。今年以来,MSCI中国可选消费指数录得35%的回报,与MSCI中国...
Source Link中国消费板块估值已至全球洼地。瑞士银行在最新报告中指出,当前环境下,投资机会隐藏在特定赛道和公司中的“阿尔法”(Alpha)机会。 据追风交易台消息,瑞银于11月18日发布的中国消费行业报告明确指出,中国消费股的估值吸引力已不容忽视。MSCI中国可选消费指数和必选消费指数的12个月远期市盈率,已分别较全球同类指数低约40%和10%。今年以来,MSCI中国可选消费指数录得35%的回报,与MSCI中国...
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