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量化好声音

39 ESG评分:溢价还是折价?资本革命还是营销骗局?

20 Oct 2025

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ESG,是驱动未来的资本革命,还是“漂绿”的营销骗局?当MSCI、标普、华证、万得等机构对同一家公司给出不同“分数”,投资者该信谁?本期节目将带你深入ESG评级的“黑箱”,以A股公司“水井坊”为镜,剖析国内外评级体系的真实逻辑。我们还将揭示A股市场的“ESG折价”现象——为何ESG低分公司反而回报更高?这背后隐藏着怎样的投资机遇?【在这里找到我们】wechat:quantfans_99(加「听友群」、咨询「量化课程」请加)微信公众号:Quantide量化风云小红书:Quantide知乎:匡醍量化bilibili:Quantide

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