瑞银证券中国股票策略分析师孟磊指出,近期全球资本市场出现剧烈波动,在科技板块的交易拥挤有所释放后,继续看好科技为今年下半年市场主线,预期科技板块受全球AI快速发展及国内政策支持,盈利增长有望维持强劲,各类资金持续边际净流入,而公募基金对科技板块的超配比例从前低提升至高峰通常需时约三年,与市场风格切换的时间窗口匹配。孟磊认为,部分投资者关注科技板块估值偏高,除AI以外,建议投资者下半年关注三大主题,...
Source Link瑞银证券中国股票策略分析师孟磊指出,近期全球资本市场出现剧烈波动,在科技板块的交易拥挤有所释放后,继续看好科技为今年下半年市场主线,预期科技板块受全球AI快速发展及国内政策支持,盈利增长有望维持强劲,各类资金持续边际净流入,而公募基金对科技板块的超配比例从前低提升至高峰通常需时约三年,与市场风格切换的时间窗口匹配。孟磊认为,部分投资者关注科技板块估值偏高,除AI以外,建议投资者下半年关注三大主题,...
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