【威灵顿投资：对新兴市场股票维持超配评级】8月14日，威灵顿投资管理发布最新资产配置展望，认为新兴市场股票估值接近过去十年最佳水平。该机构表示，继续看好新兴市场股票胜过欧股，并对美股和日股维持中性观点。具体来看，威灵顿投资管理认为，当前环境仍对全球股票构成支撑，企业盈利继续推动市场表现，而流动性和企业基本面则有助于抵消地缘政治不确定性的影响。从区域来看，看好新兴市场股票胜过欧股，并对美股和日股维持中性观点。“我们继续超配新兴市场股票，新兴市场仍是我们在股票这一资产类别中最为看好的地区，其估值接近过去十年最具吸引力的水平。亚洲科技行业继续贡献大部分盈利增长；与此同时，在韩国企业持续去杠杆的背景下，我们仍然看好人工智能基础设施。展望未来，我们认为本轮涨势仍有扩大空间，而大宗商品价格也有望利好拉丁美洲大部分地区。”威灵顿投资管理称。
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