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。核心观点新科技板块“高切低”，“系统性‘慢’牛”运行顺畅，水往低处流，高风险偏好资金或流向相对低位、景气度提升的新能源细分领域（电池和光伏）。...
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。核心观点新科技板块“高切低”，“系统性‘慢’牛”运行顺畅，水往低处流，高风险偏好资金或流向相对低位、景气度提升的新能源细分领域（电池和光伏）。...
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