信银国际:内地“民营十巨头”估值较“美股科技七雄”折让近半

阿斯达克财经
Jan 02

信银国际发表今年1月投资月报,指中国在“十五五”规划及中央经济工作会议提出多个重点发展方向,包括提高科技自立自强水平、稳定房地产市场、灵活高效运用降准降息等多种工具。同时,中国金融监管总局近期宣布,下调保险公司长期持有特定股票的风险因子达10%,也就是保险公司需要用作缓冲资金的“风险资本”将减少一成,为保险公司释放出更多资金。市场推测,此举有望为A股带来超过千亿元人民币的长期资金流入。另一方面,...

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