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陸10月FDI降商務部稱調整期 @ 2012-11-21T07: Back Hot News
Keyword:外資 內地 投資 月FDI
Concept:
型成功前,內地一直依賴低成本的賣點,恐怕再難以吸引外資作長線的投資。而這些資本,或會
此外,人民幣匯價屢創新高也反映了內地經濟可能已經觸底的預期,這對人民幣的升值預期產生了刺激作用。從政策面分析,人民幣升值另外一個原因是市場憧憬中央政府將繼續加推擴大基建投資等措施,以刺激經濟,這也促使不少境外資金陸續回流內地。
睿智華海基金經理張承良也認為,如果H股漲到一定程度,部分資金就會拋售,通過其他渠道把資金輸往內地買入A股,特別是國企股。對海外資金而言,一些大股票很有投資價值。如國企股的估值可以達到9倍,股息收益率可達到3%-4%,遠高過美國的國債收益。

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