当机构抱团，核心股票估值会如何演绎？这是美股的经验

Wallstreetcn
2021.07.28 07:38

美股机构抱团是存在且持续的；机构重仓股具有持续的估值溢价；机构偏好龙头，ROE 是核心定价变量；从中长期视角看，公司盈利能力的提高往往伴随着估值的抬升。

美股也抱团？当然！比 A 股狠多了
Source: Wallstreetcn The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.