A股較H股溢價收窄至五年低 部分投資者或部署低吸在岸股票
據《彭博》報道,以恆生AH股溢價指數計,中國內地A股上市公司相較於其H股的溢價收窄至27%,創五年來最低水平,意味部分投資者或將趁低吸納在岸股票。以往當溢價跌至低於三成時,估值差距通常會再度擴大。
滬深300指數今年以來跑輸恆生國企指數,跑輸程度有望創2003年以來最大。本周較早時間恆生國企指數技術上進入牛市,但由於內地市場缺乏政策催化劑刺激資金入市,A股的反彈勢頭相對遜色。
據《彭博》估算,對一些獲全球投資者追捧股份如比亞迪(01211.HK)(002594.SZ)及寧德時代(03750.HK)(300750.SZ),A股較H股罕見存在折讓。
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