當機構抱團，核心股票估值會如何演繹？這是美股的經驗
美股機構抱團是存在且持續的；機構重倉股具有持續的估值溢價；機構偏好龍頭，ROE 是核心定價變量；從中長期視角看，公司盈利能力的提高往往伴隨着估值的抬升。
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