大和发表研究报告指,近日重新审视其A+H股的估值溢价策略,该策略通过筛选溢价处于最低10%区间的A+H股,用于构建月度A股投资组合,指出当整体A+H溢价迅速收窄时,该策略通常能相对于沪深港通中国A股溢价指数得出相对强劲的回报。大和表示,最新结果显示即使在估值差距扩大或A股市场跑赢港股时,该投资策略亦表现良好,在过去两个月累计相对回报由约90%提升至107.5%,相信主要来自全球金属价格上涨及中国...
Source Link大和发表研究报告指,近日重新审视其A+H股的估值溢价策略,该策略通过筛选溢价处于最低10%区间的A+H股,用于构建月度A股投资组合,指出当整体A+H溢价迅速收窄时,该策略通常能相对于沪深港通中国A股溢价指数得出相对强劲的回报。大和表示,最新结果显示即使在估值差距扩大或A股市场跑赢港股时,该投资策略亦表现良好,在过去两个月累计相对回报由约90%提升至107.5%,相信主要来自全球金属价格上涨及中国...
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