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高盛:较低估值和政策刺激料推动A股追赶性反弹 缩小与H股回报差距
高盛策略师Si Fu等人在报告中表示,A股对H股估值溢价已从三个月前的34%收窄至14%,若溢价回升至过去一年的平均水平,这或意味着A股可迎来约10%的定价重估。
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