报告导读:我们维持此前的战术性大类资产配置观点。我们建议战术性超配A股、美股,战术性标配人民币,战术性低配原油。美国就业数据被大幅下修或使得市场上修对美国经济韧性的担忧,国债等债券利息收入恢复征收增值税或系统性影响股债配置性价比。权益资产中,我们对经济景气预期持续上修、国家高度支持资本市场发展、市场流动性稳定、风险偏好逐渐改善以及微观交易结构稳固优化的A股高度乐观。对经济衰退短期难以证实的美股相对...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.