1、投资者的基础收益来源是:净资产增厚 + 分红再投资;

2、现金分红,本质上就是以 “1 倍市净率” 清算掉公司的部分资产;

所以低于 1 倍市净率时 有钱就买 @PortAI

$中國海洋石油.HK $中國神華.HK $中國移動.HK

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