Subscribe

What are you looking for?

Main Menu

明報新聞網

中信里昂：新興市場未現真正超級周期 盈利升勢高度集中半導體股

Future Wealths
Future Wealths
21 9 月, 2026
One Min Read
3 Views
0 Comments
中信里昂（CLSA）首席股票策略師Alexander Redman今日於投資者論壇上表示，雖然新興市場企業盈利已從過去十多年的停滯中走出來，以美元計價每股盈利增長一度達到20%，盈利表現亦較市場預期好。但他認為，新興市場目前並未踏入真正覆蓋多個國家及行業的超級周期。

原文: https://finance.mingpao.com/fin/instantf/20260921/1789990211634/%E4%B8%AD%E4%BF%A1%E9%87%8C%E6%98%82-%E6%96%B0%E8%88%88%E5%B8%82%E5%A0%B4%E6%9C%AA%E7%8F%BE%E7%9C%9F%E6%AD%A3%E8%B6%85%E7%B4%9A%E5%91%A8%E6%9C%9F-%E7%9B%88%E5%88%A9%E5%8D%87%E5%8B%A2%E9%AB%98%E5%BA%A6%E9%9B%86%E4%B8%AD%E5%8D%8A%E5%B0%8E%E9%AB%94%E8%82%A1%22%20target=%22blank

Last Update: 21 9 月, 2026

Please share this article if you like it!

Link Copied!
Future Wealths
Written By

Future Wealths

Other Articles

Related Posts

Our site uses cookies. By using this site, you agree to the Privacy Policy and Terms of Use.

Accept