格隆汇9月25日|中泰国际首席经济学家李迅雷发文称,从大类资产配置角度来讲,现在配置肯定还是注重于成长。无论是美股还是A股,科技股、创新药表现都比较好。这些都是科技发展、科技进步带来的成效。对于A股来讲,以沪深300为例,其市盈率在14倍左右,明显低于标普500的29倍,纳斯达克的41倍,说明我们在估值上有一定优势。就大类资产配置来讲,我提供的配置方案是50%股票,30%国债,20%黄金,我看好...
Source Link格隆汇9月25日|中泰国际首席经济学家李迅雷发文称,从大类资产配置角度来讲,现在配置肯定还是注重于成长。无论是美股还是A股,科技股、创新药表现都比较好。这些都是科技发展、科技进步带来的成效。对于A股来讲,以沪深300为例,其市盈率在14倍左右,明显低于标普500的29倍,纳斯达克的41倍,说明我们在估值上有一定优势。就大类资产配置来讲,我提供的配置方案是50%股票,30%国债,20%黄金,我看好...
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