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B股市场在2月19日宣布对境内自然人放开无疑是今年股市最大热点,如果从2月28日B股复牌算起,至今将近4个月。随着B股市场在6月1日对境内所有个人外汇资金放开,我们不禁要问:B股市场何去何从? 经过前期3个多月的暴涨,沪深B股累计涨幅较大,市盈率也较高。目前沪市B股加权平均市盈率已达54倍,已逼近A股市场,深市B股平均市盈率也在40倍左右。特别是有的个股属夕阳产业,公司资产质量及盈利能力均不强,有的甚至严重亏损,这些个股也跟随大势“鸡犬升天”,有的甚至被恶性炒作,已蕴含着极大的市场风险。
B shares on February 19 announced the release of natural persons is undoubtedly the biggest hot spot in the stock market this year, if February 28 from the B shares resumption of accounting, so far nearly 4 months. As the B-share market liberalized all foreign exchange funds in the territory on June 1, we can not but ask: Where is the B-share market going? After a more than three-month boom in the previous three months, the cumulative gains of Shanghai and Shenzhen B stocks have been larger and the price-earnings ratio high. At present, Shanghai B-share weighted average P / E has reached 54 times, has approached the A-share market, Shenzhen B shares average price-earnings ratio is about 40 times. In particular, some stocks belong to the sunset industry. The asset quality and profitability of the company are not strong, and some even suffer serious losses. These stocks also follow the general trend of rising up, some even being viciously hyped, which is already posing a great market risk.