中金:短期AH价差仍有收窄空间 港股上涨弹性有望好于A股

美港电讯
03 Mar

【中金:短期AH价差仍有收窄空间 港股上涨弹性有望好于A股】金十数据3月3日讯,中金公司研报认为,短期(1—3个月)AH价差仍有收窄空间,港股上涨弹性有望好于A股,在此期间重点关注外部不确定性对AH价差影响。中期(3个月到1年)维度需观察A股港股在估值、优势产业上的景气度变化,若我国稳增长政策加码带来投资者信心进一步回升,偏影响A股盈利的地产链、新能源链压力释缓,A股有望相对港股重新占优。

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