以品质争取长期回报!如何在美股中寻找优质标的?

摩根资产管理
03 Dec 2024

美股是高增长市场,同时也是高波动市场,投资人可考虑利用美国高质量成长股的特性,争取增强投资组合收益。对一笔投资来说,长期投资或许比参与短期行情更重要。若要在美股中筛选出兼具“质量”与“成长”的明日之星,除了用传统的每股盈利(EPS)、市盈率(P/E)、波动率等衡量“成长”的指标之外,还可以辅以净资产收益率(ROE)及其他现金流和财务相关指标来评估一家企业的“质量”,因为只有质量,才有可能决定一家...

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