策 论有“研”19年研究经验,主要覆盖金融市场微观结构、量化策略与投资者行为等,曾多次参与资本市场顶层设计。开创性打造了“技量为核,经典修边”的特色研究体系。二级市场从业十年,先后供职于多家基金公司,三年前转型卖方研究。专注风格轮动、行业轮动、资产轮动。核心观点市场的高度由大金融决定,指数冲关阶段关注以券商和银行为代表的大金融。1、2007年牛市上证指数冲击4000点重要关口时,大金融发力。中信...
Source Link策 论有“研”19年研究经验,主要覆盖金融市场微观结构、量化策略与投资者行为等,曾多次参与资本市场顶层设计。开创性打造了“技量为核,经典修边”的特色研究体系。二级市场从业十年,先后供职于多家基金公司,三年前转型卖方研究。专注风格轮动、行业轮动、资产轮动。核心观点市场的高度由大金融决定,指数冲关阶段关注以券商和银行为代表的大金融。1、2007年牛市上证指数冲击4000点重要关口时,大金融发力。中信...
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