全球资管巨头景顺：我们卖了日股，正在买入中国股票

华尔街见闻2023-10-30

作者：赵颖去年表现优于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。周一，据媒体报道，Invesco Pacific Fund UK（英国景顺太平洋基金）基金经理Tony Roberts表示，由于日元贬值带来的利好减弱，该基金已经削减了本田汽车等日本出口企业的股票头寸。与此同时，Roberts增持了中国股票，他指出，相对而言中国资产...

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精彩评论

里二外三
2023-10-30
里二外三
华尔街见闻好话反说，明天买入日股。
真的英雄
2023-10-30
真的英雄
反着看就对了
antonyye
2023-10-30
antonyye
信息不可靠...。
DMW
2023-10-30
DMW
哦🙄
猛逃
2023-10-30
猛逃
又来了[抠鼻]
英雄2
2023-10-30
英雄2
股市上涨的三个基础条件，石油价格下跌，人民币兑美元汇率下跌。央行继续量化宽松。不然涨一点还得回来

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18%，超过了全球大多数其他股指。Roberts指出：货币贬值加上日本推动改善公司治理，是今年迄今为止日股上涨的最大利好因素。例如，东京证券交易所一直在敦促公司采取措施提升市值。虽然预计治理改革将继续帮助日本股市，但日元的支撑作用正在减弱。日本央行政策转向预期升温，目前日本通胀率已连续18个月超过日本央行2%的目标，10月份东京的消费价格增长超预期加快。物价上涨可能会增加决策者的压力，使他们不得不防止日元进一步走软和通胀恶化。日元下跌的主要推动因素之一是日债、美债收益率之间的利差，美债收益率本月触及5%，而日本10年期国债收益率约为0.88%。Roberts认为，未来这种差距“更有可能缩小而不是扩大”。看好中国股票低估值相对而言，Roberts增持了中国股票，他表示相对而言，中国股票有不错的价值。Roberts表示，看看估值，就会发现围绕中国股票估值相当便宜。根据摩根士丹利资本国际公司的数据，中国股票的一年期远期市盈率约为10倍，而日本股票的这一比率约为15倍。根据媒体汇编的数据，自2022年1月以来，与MSCI亚太指数基准相比，这只规模3.12亿美元的基金一直增持中国股票，中国占其投资组合的20%。在中国股票中，Roberts看好现金持有量超过负债的房地产开发商、能与日本或德国公司竞争的工业自动化公司，以及可以吸引参保人口来实现增长的保险公司等类别的企业。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":236146375516352,"gmtCreate":1698674853919,"gmtModify":1698674855452,"author":{"id":"3544518779726666","authorId":"3544518779726666","name":"里二外三","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3544518779726666","authorIdStr":"3544518779726666"},"htmlText":"华尔街见闻好话反说，明天买入日股。","listText":"华尔街见闻好话反说，明天买入日股。","text":"华尔街见闻好话反说，明天买入日股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236146375516352","repostId":1104653763,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":236111429668952,"gmtCreate":1698666406166,"gmtModify":1698666407692,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"真的英雄","avatar":"https://static.tigerbbs.com/840859d8f7d3c5c63498b7f330b98705","vip":1,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472509891364152","authorIdStr":"3472509891364152"},"htmlText":"反着看就对了","listText":"反着看就对了","text":"反着看就对了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236111429668952","repostId":1104653763,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":236108678627368,"gmtCreate":1698665644891,"gmtModify":1698665646466,"author":{"id":"3464817662142392","authorId":"3464817662142392","name":"antonyye","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3464817662142392","authorIdStr":"3464817662142392"},"htmlText":"信息不可靠...。","listText":"信息不可靠...。","text":"信息不可靠...。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236108678627368","repostId":1104653763,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":236100950044680,"gmtCreate":1698663814652,"gmtModify":1698663815968,"author":{"id":"3561328590414526","authorId":"3561328590414526","name":"DMW","avatar":"https://static.tigerbbs.com/058608fd1e01eff5a6defeac781f3966","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3561328590414526","authorIdStr":"3561328590414526"},"htmlText":"哦🙄","listText":"哦🙄","text":"哦🙄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236100950044680","repostId":1104653763,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":236094567112744,"gmtCreate":1698662199697,"gmtModify":1698662201134,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518527627041174","authorIdStr":"3518527627041174"},"htmlText":"又来了[抠鼻]&nbsp;","listText":"又来了[抠鼻]&nbsp;","text":"又来了[抠鼻]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236094567112744","repostId":1104653763,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":236086004826400,"gmtCreate":1698660155054,"gmtModify":1698660620741,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"htmlText":"股市上涨的三个基础条件，石油价格下跌，人民币兑美元汇率下跌。央行继续量化宽松。不然涨一点还得回来","listText":"股市上涨的三个基础条件，石油价格下跌，人民币兑美元汇率下跌。央行继续量化宽松。不然涨一点还得回来","text":"股市上涨的三个基础条件，石油价格下跌，人民币兑美元汇率下跌。央行继续量化宽松。不然涨一点还得回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236086004826400","repostId":1104653763,"repostType":2,"isVote":1,"likeStatu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