[心得] 金融股未來本益比可望高過電子股已回收
金融業可以說是最沒風險的行業-政府會救,沒有一般行業應收帳款與存貨問題,
且為特許行業,雖有呆帳風險但不似一般行業有嚴重倒帳危機,只要不去亂搞,
可以說是最穩當的行業之一,這也是為什麼在國外,金融股的本益比普遍高於市場緣故
未來除了大陸題材外,還有便是財富管理,證所稅的事讓財富管理業務明顯成長,
現階段來看可望維持好幾年,大陸的財富管理更是不容忽視的一塊,
個人認為金融股的本益比尚偏低(目前比電子還低一些),
未來本益比還有上修空間,至少會超越電子股(金融不排除有10%上漲空間)
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