日股投资，首选价值股？

Wallstreetcn
2024.02.07 07:59
2023 年之前，日股表现一直不温不火，主要受到两大结构性问题困扰：通缩与企业治理不善，导致市场给予日股较低的估值。 日本股市今年有望延续增长，投资首选价值股主要因为：1、日企治理改革效应持续释放，短期提升 ROE 最直接的方法为减少权益部分，即增加回购、减少现金比例，这对坐拥庞大现金流的价值股更为适用。2、 价值股相对估值更有吸引力。3、现金净收益的角度来看，日本股市相比欧美股市更有吸引力，这由高分红的价值股来配合实现。
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