价值与防御再平衡 险资看好四季度市场修复行情

东方财富网
Oct 09

国庆节后首个交易日,A股三大指数集体收跌,其中创业板指跌超3%。上海证券报记者10月8日采访多家险资机构相关负责人获悉,受国内外不确定性因素扰动影响,A股市场持续震荡磨底,但在经历过第三季度的市场快速回调后,险资机构对第四季度市场表现较为乐观。  多家险资机构相关负责人表示,第四季度资本市场波动有望降低并迎来反弹窗口,大概率以结构性修复行情为主,将重点关注价值和防御板块,科技成长方向则需要关注业绩...

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