重磅研判!中国资产稀缺配置价值凸显,四季度A股风格再平衡持续!

东方财富网
Sep 03

【导读】华泰证券举办2026年秋季投资峰会  9月2日至3日,华泰证券2026年秋季投资峰会在上海举行。本届峰会以“分化·重估·再平衡”为主题,设置主论坛及12场行业分论坛,围绕AI科技、消费、能源等热门议题,研判市场机会与潜在风险。  华泰证券认为,全球震荡环境下,中国资产的稀缺配置价值愈发凸显,四季度A股风格再平衡趋势或将持续。配置方面,建议均衡布局盈利与筹码存在“配置差”的方向,等待市场形成...

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