None of these are the stuff of investor dreams. More than one analyst admits Tencent, a rival to New York-listed Alibaba, is about the only Hong Kong large-cap company investors consistently ask about.
不止一位分析师承认,腾讯(Tencent)——纽约上市的阿里巴巴(Alibaba)的竞争对手——大概是投资者不断咨询的唯一香港大盘股。
Hong Kong’s recent rally is a sign that a sliver of optimism about China is returning. Since Chinese shares tend to trade outside the mainland at lower valuations, there is an element of arbitrage in the gains.
香港股市最近的反弹表明,对中国的乐观看法正在回归。由于中概股在内地之外的交易估值往往较低,所以存在套利获益的因素。
But even that suggests fewer investors worrying the mainland Chinese economy is about to implode as feared during January’s turmoil.
但这也显示出,投资者不再像今年1月股市动荡期间那样担忧中国内地经济即将崩溃。
Shenzhen stocks far more closely represent “new China” — the online, 4G-enabled companies tapping into consumer growth that investors are interested in.
深圳股市更能够代表“新的中国”——投资者感兴趣的、依靠互联网和4G技术挖掘消费增长的公司。
Three behemoths outside Shenzhen — Alibaba, Tencent and China Mobile — account for more than half of so-called New China’s representation in the MSCI China index, according to Francois Perrin, a portfolio manager at East Capital.
【从深港通看投资者微妙情绪】相关文章:
最新
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15