Group 1 - The report indicates that the overall A-share market rose by 1.96% this week, with the PE(TTM) increasing by 0.22 to 16.79, and the PB(LF) rising by 0.01 to 1.45 [14][17][30] - The ChiNext Index saw the largest increase of 3.86%, with its PE(TTM) rising by 1.67 to 27.88, while the Shanghai Composite Index had the smallest increase of 0.76% [17][31] - The report highlights that the overall A-share equity risk premium decreased by 0.16 percentage points to 3.56%, which is above the historical average [26][30] Group 2 - Among the primary industries, the top five performing sectors this week were Computer (+5.78%), Non-bank Financials (+5.37%), Beauty Care (+5.21%), Electronics (+5.21%), and Communication (+4.86%) [38] - The report notes that the Beauty Care sector had the highest PE(TTM) increase of 6.08, while the Coal sector experienced the largest decline of -7% [38][39] - In terms of popular sectors, ChatGPT saw a significant PE(TTM) increase of 202.84, while the Smart Grid sector had a decline of -0.97 [48][49]
估值周报：北向资金创纪录，科技股强势，全球普涨
Southwest Securities·2024-04-29 23:30