投资要点本轮估值的压缩速率为近年之最本轮转债压缩的速率在历史上偏靠前。历史上，这种短期的快速调整，均为赎回压力短期释放的阶段。综合来看，本轮调整更偏向于是风格不占优，带来的主动压估值，在历史上也曾多次出现，但这一般对于权益市场有一定的领先性，通常前期有一轮加快的上涨。本轮遇到的急跌压力，主要由于获利盘过多所致。转债也同样有跟随资金带来的趋势强化因素。风格劣势带来的调整本轮急跌前，出现了正股风格的不...
Source Link投资要点本轮估值的压缩速率为近年之最本轮转债压缩的速率在历史上偏靠前。历史上，这种短期的快速调整，均为赎回压力短期释放的阶段。综合来看，本轮调整更偏向于是风格不占优，带来的主动压估值，在历史上也曾多次出现，但这一般对于权益市场有一定的领先性，通常前期有一轮加快的上涨。本轮遇到的急跌压力，主要由于获利盘过多所致。转债也同样有跟随资金带来的趋势强化因素。风格劣势带来的调整本轮急跌前，出现了正股风格的不...
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