瑞银王宗豪:外资回流空间很大 AI或再成热门主题

人民财讯
21 May

人民财讯5月21日电,在5月21日的媒体交流会上,瑞银投资银行中国股票策略研究主管王宗豪认为,从指数反弹的角度来看,中国股票市场相比于其他市场,估值仍有很大空间。而我国在科技领域的突破,也将在中长期内不断提升市场信心,基本面呈缓慢复苏趋势。根据瑞银对外资持仓的测算,外资对中国资产的配置比例仍处于历史较低水平,外资回流的空间仍旧很大。他表示,未来将继续采用杠铃策略,但在偏好顺序中下调高股息股的位置。...

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