兴业证券：恒指调整，成长性有望增强

智通财经2021-07-16

兴业证券表示，截至2021年7月14日，恒生指数2021年预测EPS同比增速为9.4%，细致拆分2021年预测EPS走势，可以发现在3月15日、6月7日附近，预测EPS均发生了断崖式下跌。预测EPS增速看似下降，实则源自恒指成分股调整后的技术性处理。直观的理解，当新的公司加入指数时，指数公司会进行技术性处理使得指数保持平滑，而如果新加入的公司PE更高，那么计算出的EPS就会变低。2021年以来，...

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精彩评论

KendrickTan
2021-07-17
KendrickTan
好的，期待啦！[得意]
Choolin
2021-07-16
Choolin
好啊

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