报告摘要 不论是个股的走牛还是指数的走牛，都离不开ROE预期的变化。而ROE提升的预期，可能来自于各种不同因素，比如经济周期、产业周期、或是上市公司一些自下而上的变化。本系列报告，我们重点讨论可能对ROE回升预期有帮助的一些线索。 今年以来自上而下推动市值管理的态度明确，但从9月25日《市值管理》征求稿到11月15日正式稿落地前，全市场低估值因子、破净因子并未取得超额收益。市场对破净主线参与度和...
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