“值得投资的公司,必须能够继续成长。”——菲利普·费雪今年以来,海内外超预期事件频发,让A股呈现结构分化、波动加大的特点。“4月底以来,我们的核心判断是,行业上高端制造一枝独秀,风格上小盘成长占优。” 在8月23日广发基金联合招商银行举办的“晓喻新生•洞见成长——2022年年中策略会”中,广发基金宏观策略部总经理武幼辉表达了上述看法。武幼辉认为,投资本质上是对不同大类资产做一个定价,而资产价格表现...
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