点击即可收听全部内容近期随着贸易摩擦加大，不确定性增加加剧全球资产价格波动，风险偏好降低带动市场风格调整，催生资金防御性配置需求，大金融等红利价值资产吸引力提升。我们认为，7月以来，市场风险偏好明显提升导致银行为代表的金融板块调整。近期贸易摩擦升级带来市场风险偏好下行，利好银行等高股息、低波动具有防御属性的红利板块。考虑到当前大金融板块基本面较为稳健，资金增配趋势仍在，整体估值仍有提升空间。具体...
Source Link点击即可收听全部内容近期随着贸易摩擦加大，不确定性增加加剧全球资产价格波动，风险偏好降低带动市场风格调整，催生资金防御性配置需求，大金融等红利价值资产吸引力提升。我们认为，7月以来，市场风险偏好明显提升导致银行为代表的金融板块调整。近期贸易摩擦升级带来市场风险偏好下行，利好银行等高股息、低波动具有防御属性的红利板块。考虑到当前大金融板块基本面较为稳健，资金增配趋势仍在，整体估值仍有提升空间。具体...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.