中信证券：A股出海收入增长迅速
2026-06-04 01:17:07
据金十数据报道，中信证券研报指出，A股出海收入快速增长，但海外收入稳定并不等于人民币利润稳定。汇率通过收入、成本、汇兑、衍生品和OCI影响报表。投资上，建议将汇率纳入盈利分析：关注高出海高汇兑敏感公司的业绩预期差，选择高出海低敏感的利润稳定型资产，并警惕高外币负债、大额净敞口和套保不足带来的冲击。
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