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银华基金王帅:港股核心资产具备高成长性与稀缺性 有望持续受益_中国经济网——国家经济门户


  值得一提的是,受益于港股制度改革,越来越多优质中概股回归以及“新经济”企业赴港上市,港股市场聚集了众多A股稀缺的消费龙头企业。在香港投资环境改善的背景下,港股市场也越来越受到投资者关注。 
  那么,港股消费板块有哪些独特的投资价值呢?银华基金量化投资部基金经理王帅对中国经济网记者表示,从标的类型来看,港股具备许多A股稀缺的优质资产。王帅称,A股消费股主要以食品饮料(白酒)、家电等传统消费为主,而港股消费股涵盖范围更广,并且具备许多稀缺性的新经济核心资产,如互联网消费、体育消费、博彩、物业等。也就是说,港股消费类与A股重合度较小,在中概股加速回归的背景下,具备成长性与稀缺性的港股核心资产有望持续受益。 
  港股消费板块目前估值水平相对较低,且子行业更趋� ....

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