中信银行 为何A 股同H 股这么大的分别?H股会否追落后?

2024-04-27

1. 中信银行 为何A 股同H 股这么大的分别?H股会否追落后?

国内A股较中国香港H股有这么大的分别主要是: 
  
   1)由于国内资金过份充裕引致供求失衡 
   国内过剩的资金去追逐有限的股票,在求过于供的情况底下,只要继续有资金涌入股市,股价便会不断被推高。 
  
   2)AH股不能亘通。 
   理论上A股和H股的价值是相同的,但本质上是有分别的, 就是A股只能在国内买卖而H股就只能在中国香港买卖,就算同一股份在两地出现差价时中港双方也不能作套戥,这才会产生差价。就如长江三陕大坝将上游的江水闸住,才会产生水位高低。 
  
   3)A股不能沽空,H股可以 
   基于这个原因国内投资者只能在升市才能获利,这无形中会使人相信只要股民团结一致,只买不沽, 资金不断流入,股价必升,买股必赚的理论。 
  
   应否追落后就要看它是不是落后于其他同类形的股份,而不是比较同一股份A股的股价,这是不切实际的。就好似一个金山橙在国内卖$20,而在中国香港卖$15这并不代表中国香港的金山橙抵买!要比较其他橙甚至其他水果才能判断中国香港的金山橙是否抵买。因为有钱吾一定要买金山橙食,可以买苹果,香蕉,就如买股吾一定要 买中信银行,可以买其他银行甚至其他种类的股票! 
  
   至于中信银行是否值得投资就要研究她的数据及前景,上面几位大佬已经作了分析,这里也不再多谈了。 
  
   希望帮你选中心水股啦!,I think the priice of H股 will remain $5.6~$6.5 this year...with PE 45~55. And A股 will drop to $7~$8 whenthe first financial report is out... 
  
   For the first fiancial annual report, if the profit growth over 100% 
   the target price can go up to $8 with PE 30~35(like 3328)..On the other way round,the profit growth less than 30%,which me It is still over priced. H share will remain $5.6~$6.5..,为何A 股同H 股这么大的分别?It's because most A shares are bought by a large number of individual investors in China. They don't follow reason and keep on pushing the price high. 
   H股会否追落后?H shares are more reasonable than A shares. Sooner or later there will be a big correction or crash in A shares to lower its price.,all china banks A & H have prices different, this is very abnormal, I think A will drop and H will rise to equilize their prices later, but nobody know when it will be.,

中信银行 为何A 股同H 股这么大的分别?H股会否追落后?