Workflow
中国资产估值优势
icon
Search documents
中国资产相对全球具备良好性价比,看好A股产业趋势和低估反转行业轮动机会,A50ETF华宝(159596)继续拉升
Xin Lang Ji Jin· 2025-04-09 05:57
Group 1 - A50ETF Huabao (159596) experienced a rise of 1.06% with a trading volume of 94.72 million yuan, following a supportive statement from Central Huijin about increasing ETF holdings and introducing a "stabilization fund" concept [1] - Over 100 listed companies in the A-share market announced share buybacks and significant shareholder increases, boosting market confidence, with several companies launching buyback plans worth tens of billions [1] - The market shifted from "panic selling" to "rational pricing" within two trading days, driven by coordinated actions from various government departments and industry institutions, reinforcing confidence in the Chinese economy and A-share investment value [1] Group 2 - Guotai Junan Securities noted that Chinese assets have returned to a relatively favorable valuation compared to global markets, with A-share indices still significantly undervalued compared to U.S. stocks and comparable to European and Southeast Asian markets [2] - The Hong Kong stock market is highlighted as having the lowest absolute valuation globally, with nearly half of the leading stocks in Hong Kong trading at the lowest valuations among seven major markets [2] - Following the resolution of fundamental concerns from tariff impacts, the market may be approaching a significant mid-to-long-term cycle low, presenting investment opportunities in both Hong Kong and A-share markets [2]