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五大理由乐观判断G股长期相对投资机会:●率先股改的公司质量较好,相对投资价值突出;●股改后的公司具有多重估值标准,在二级市场将获得治理结构、并购和流动性等方面的溢价,估值水平相对提高;●目前的G股表现基本与市场一致,没有透支股改凸显的投资价值与机会;●QFII在三季度末大幅增持,G股已吸引了市场资金的注意;●G股指数的推出,将更好地衡量G股整体的表现,为投资G股提供业绩基准。
Five reasons to be optimistic about the long-term G shares relative to investment opportunities: ● the first share reform company better quality, relative investment value outstanding; ● after the share reform company has multiple valuation standards in the secondary market will be governance structure, mergers and acquisitions and liquidity ● The current performance of G shares is basically the same as that of the market. There is no obvious investment value and opportunity of overdraft reform. ● QFII has been greatly increased in the third quarter, and G shares have attracted the attention of market funds ; ● The launch of the G-Share Index will better measure the overall performance of the G-Shares and provide a performance benchmark for the investment in the G-Shares.