【中欧基金蓝小康：以银行代表的中国基础性命脉行业的估值应系统性提升】金十数据4月22日讯，在中欧红利优享一季报中，蓝小康详细分享了他对宏观经济的最新思考与洞察。蓝小康认为，现有的数据可以做出房地产或将复苏，消费增速、商品和服务价格将回升的判断。蓝小康认为，科技、国防、金融安全相关产业都是系统稳定、系统竞争力的支撑。蓝小康表示，中国银行的资产质量和未来前景应强于美国，而目前中国银行定价明显低于净资产，美国银行估值却超过1倍PB。因此，无论是对比美国的银行定价，还是对比中国科技类资产的定价逻辑，以银行代表的中国基础性命脉行业的估值应系统性提升。
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