港股,值得我们温柔对待?

兴证资管2022-02-20

经验显示,估值掉至历史低位(PB在1附近或以下)后,港股接下来都会迎来反弹,尽管每轮反弹的时间、幅度不一。在港股估值已经跌至历史低位的情况下,继续看空港股,对投资实际上已经没有太多意义。近日,兴证资管王德伦团队发文指出,作为目前全球少有的“洼地”,港股2022年,值得投资者花更多时间研究、挖掘投资机会。王德伦表示,当前常见的看空港股逻辑,都没有历史数据的支持。反而是,历史经验显示,港股PB在1附近...

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