张瑜:中国资产配置逻辑已变,今年头尾行情更确定,港股的战略地位会提升

华尔街见闻
28 Jun

作为去年新财富宏观经济领域的前三名,张瑜的观点在过去一段时间受到非常高的关注。她的观点鲜明,论证详实,结论独到,总有自己的看法。因此通读她的演讲原文实录,确实给人以很畅快淋漓的感受。6月26日,张瑜再次现身,以“莫听穿林空雷声”主题,分享了最近对宏观叙事和投资机会的思考。这一次她对下半年有了很多独到、坦诚的叙述,值得花上时间读一下。金句:中国投资市场历史上有两种宏观资产配置模式。2018年之前,...

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