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A股其實有個簡單模式,你就找那種A/H股上市的標的。
如果H股溢價(H股估值比A股貴)那絕對是好公司,甚至可以算是好到爆。
因為H股流動性各方面比A股要差很多,且大多數外資不認可中國資產,一般H股都是折價。
所以當你發現H股溢價的標的,那一定是核心資產。
比如,寧德時代,比如,紫金礦業。