美股机构抱团是存在且持续的;机构重仓股具有持续的估值溢价;机构偏好龙头,ROE 是核心定价变量;从中长期视角看,公司盈利能力的提高往往伴随着估值的抬升。
当机构抱团,核心股票估值会如何演绎?这是美股的经验
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