瑞银：中国股市可能已经触底

Wallstreetcn
2023.09.19 03:40
瑞银称，在当前中国股市疲软的情况下，有理由更加乐观，基本面和股价表现之间的分化可能由情绪低迷所致，需要时间才能扭转；但基于某些指标，市场可能已经触底。其在报告中指出，A 股月度外资大量流出、人民币汇率和 10 年期国债收益率均处于极端水平，以及 A 股交易量较低，H 股卖空交易量较高，历史上这些迹象表明股市可能已触底。对市场底部期间历史阶段的分析显示，之后表现最好的行业包括互联网（电商）和各种消费子行业，如餐饮、休闲和啤酒。
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