中信建投:中概股近期超跌,後期預計有較大力度的反彈,建議超配
格隆匯3月24日丨中信建投指出,近些年,中概股和A股相關性越來越高。今年以來,受相關國家政策、地緣事件及中美關係等多重因素的影響,中概股正逐漸成爲市場走勢的風向標。我們認爲隨着俄烏談判的進行,中美監管層就審計規則的協商,以及兩國領導人的談話,預計中概股超跌後將迎來大幅度的反彈,強烈建議超配中概股。
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