风向有变！更多国际机构开始“弃日回A”_老虎社区_美港股上老虎

风向有变！更多国际机构开始“弃日回A”

华尔街见闻2023-11-04

随着全球经济政策的调整，投资风向也在发生变化，越来越多国际机构开始“弃日回A”。日元贬值加上日本推动改善公司治理，推动日本东证指数今年上涨了24%，表现为数十年来最好，而与此同时中国的基准沪深300指数下跌7.8%。然而，据媒体周六报道，如今日股面临的越来越多不利因素，其中包括全球经济增长恶化，以及随着日本央行面临收紧货币政策的压力，人们担心支撑出口商收益的日元疲软时代可能即将结束。与此相反，人们...

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夜流沙
·2023-11-05
A的估值可比日股高多了，即使在大幅上涨的情况下仍然如此
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xinffu_37457
·2023-11-04
是妖风吗，真的吗
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百分之一百二
·2023-11-04
华尔街见闻，一个创始人坐牢的媒体，有几分可信度？
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神经不正常
·2023-11-04
这么看好大A那就多买点
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上上下下左左右右前前后后
·2023-11-04
物极必反，
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王二的伟大友谊
·2023-11-04
中国人不骗中国人
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月半
·2023-11-04
呵呵，说估值的都不是能理解骗子市场的人
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More international institutions began to \"abandon Japan and return to A\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4696c136bdb45f58f55587986fc818ee","symbols_score_info":{"000001.SH":1.1},"content_text":"随着全球经济政策的调整，投资风向也在发生变化，越来越多国际机构开始“弃日回A”。日元贬值加上日本推动改善公司治理，推动日本东证指数今年上涨了24%，表现为数十年来最好，而与此同时中国的基准沪深300指数下跌7.8%。然而，据媒体周六报道，如今日股面临的越来越多不利因素，其中包括全球经济增长恶化，以及随着日本央行面临收紧货币政策的压力，人们担心支撑出口商收益的日元疲软时代可能即将结束。与此相反，人们越来越乐观地认为，中国为促进经济和A股所做的努力，将有助于结束A股今年低迷行情，历史性的低估值也将吸引抄底者。悉尼Tribeca Investment Partners Pty的基金经理 Jun Bei Liu 说：未来12个月中，中国或以中国为中心的经济体表现将相对优异，投资者在日本在今年取得了巨大的超额收益，为后续进入中国股市提供了资金。日股现见顶迹象 A股亟待后来居上有迹象表明，日股的优异表现可能已经见顶。由于全球利率迅速上调，外部需求前景恶化，这将损害日本工业企业，东证指数已较年内高点下跌了 4% 以上。依赖出口的工业企业约占该指数的四分之一，这一比例高于中国基准指数。此外，日股面临的另一个风险是全球基金的大量投资，今年截至 10 月 27 日，海外投资者已净买入 307 亿美元的本地股票，有望创下 2013 年以来的最大买入额。日元贬值加上日本推动改善公司治理，是今日股上涨的最大利好因素，如果日元开始走强，日股跌势可能会加速。虽然日本央行本周仅小幅调整了收益率曲线控制政策，令日元多头失望，但它确实朝这个方向迈出了一步，而后续更实质性的举措将提振日元。日元今年已经下跌了近 13%，接近三十年来的最低点，还有很大的升值空间。中国股市的积极因素之一是诱人的盈利前景。根据媒体的预测，未来12个月沪深300指数公司的盈利将平均增长 22%，而日本东证指数成分股的平均增长率仅为5%。估值指标也表明，中国股市还有反弹空间，沪深300指数的远期市盈率为10.5 倍，低于五年平均水平12.4 倍。东证指数的交易价格为14.3 倍，符合其五年平均水平。越来越多国际机构开始“弃日回A”此前文章指出，去年表现优于91%同行的资管巨头景顺押注日元跌势将止，并已将做多日本出口企业的收益收入囊中，转而买入估值相对便宜的中国股票。汇丰控股低配日本股市，高配中国股市，该行策略师Herald van der Linde和Prerna Garg在上个月的一份研究报告中写道：全球基金高度持有日本股票，比过去十年要多得多，因此他们增持的空间有限。新加坡 Reyl 集团的高级基金经理 Luca Castoldi正寻求增持中国股票，同时做空日本股票，做多日元，他认为：在市场回调的情况下，由于定位较低和估值便宜，中国应该比亚洲其他市场更有优势。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":238020512100376,"gmtCreate":1699143358257,"gmtModify":1699143359988,"author":{"id":"3562148271530289","authorId":"3562148271530289","name":"夜流沙","avatar":"https://static.tigerbbs.com/c9cdbfdfad31ab544ec1be7d1f1567e8","vip":1,"hat":"https://static.tigerbbs.com/63f4db5a25402cce463d975948213b15","crmLevel":4,"crmLevelSwitch":0},"htmlText":"A的估值可比日股高多了，即使在大幅上涨的情况下仍然如此","listText":"A的估值可比日股高多了，即使在大幅上涨的情况下仍然如此","text":"A的估值可比日股高多了，即使在大幅上涨的情况下仍然如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/238020512100376","repostId":1172839286,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":237876965871864,"gmtCreate":1699108275160,"gmtModify":1699108276701,"author":{"id":"3536926156638531","authorId":"3536926156638531","name":"xinffu_37457","avatar":"https://static.tigerbbs.com/1ae5f682bba916af97aaaddbf193a0f6","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"是妖风吗，真的吗","listText":"是妖风吗，真的吗","text":"是妖风吗，真的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237876965871864","repostId":1172839286,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":237784836497416,"gmtCreate":1699085768640,"gmtModify":1699090542720,"author":{"id":"197646990083082","authorId":"197646990083082","name":"百分之一百二","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"华尔街见闻，一个创始人坐牢的媒体，有几分可信度？","listText":"华尔街见闻，一个创始人坐牢的媒体，有几分可信度？","text":"华尔街见闻，一个创始人坐牢的媒体，有几分可信度？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237784836497416","repostId":1172839286,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":237779060310056,"gmtCreate":1699084293105,"gmtModify":1699090523710,"author":{"id":"4098868629611980","authorId":"4098868629611980","name":"神经不正常","avatar":"https://static.tigerbbs.com/6709bdd97c23b9c6aa301106a6e1b059","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"这么看好大A那就多买点","listText":"这么看好大A那就多买点","text":"这么看好大A那就多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237779060310056","repostId":1172839286,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":237778350723224,"gmtCreate":1699084193497,"gmtModify":1699084195064,"author":{"id":"3493179575404193","authorId":"3493179575404193","name":"上上下下左左右右前前后后","avatar":"https://static.tigerbbs.com/76875b8d31ccb912ced17157237523ab","vip":1,"crmLevel":6,"crmLevelSwitch":1},"htmlText":"物极必反，","listText":"物极必反，","text":"物极必反，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237778350723224","repostId":1172839286,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":237777516040344,"gmtCreate":1699083989716,"gmtModify":1699090523711,"author":{"id":"3577585862355991","authorId":"3577585862355991","name":"王二的伟大友谊","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"中国人不骗中国人","listText":"中国人不骗中国人","text":"中国人不骗中国人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237777516040344","repostId":1172839286,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":237777474043944,"gmtCreate":1699083905833,"gmtModify":1699083907416,"author":{"id":"113650531276035","authorId":"113650531276035","name":"月半","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"呵呵，说估值的都不是能理解骗子市场的人","listText":"呵呵，说估值的都不是能理解骗子市场的人","text":"呵呵，说估值的都不是能理解骗子市场的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/237777474043944","repostId":1172839286,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":6,"commentSize":0,"repostSize":7,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}