核心观点：全球多资产配置绝对收益@低风险组合、全球多资产配置绝对收益@中高风险组合、A股行业和风格轮动指数@相对收益组合，本年回报分别为2.10%、14.39%、27.84%。预测2025Q3万得全A和万得全A非金融的ROE为6.91%和5.92%（预测2025Q4分别为7.50%和6.91%），分析师预期相比上月上调；2025Q2的ROETTM为7.36%和6.30%，对万得全A指数2025Q3...
Source Link核心观点：全球多资产配置绝对收益@低风险组合、全球多资产配置绝对收益@中高风险组合、A股行业和风格轮动指数@相对收益组合，本年回报分别为2.10%、14.39%、27.84%。预测2025Q3万得全A和万得全A非金融的ROE为6.91%和5.92%（预测2025Q4分别为7.50%和6.91%），分析师预期相比上月上调；2025Q2的ROETTM为7.36%和6.30%，对万得全A指数2025Q3...
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