我提出了自己的建议。
2024年12月24日,首先,从基本面角度看,中国经济复苏预期下,上市公司基本面有望向好。2022年11月以来,国内防疫政策不断优化,消费、地产相关稳增长政策密集出台。中国经济有望迎来疫情后复苏阶段,港股上市公司基本面有望进一步改善。迭加港股的估值优势,或将吸引包括全球市场配置的海外基金等增量资金的进入,推动港股上市公司估值进一步修复。
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首发2024-07-18 17:12·脑洞馆长
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