景顺长城徐亦达:四季度以均衡配置应对风格再平衡

东方财富网
Oct 13

上证报中国证券网讯(记者王彭)三季度以来,A股告别科技行情“一枝独秀”,进入风格切换的震荡期。此前表现相对低迷的红利、医药、地产轮番走强,煤炭、石油石化、农林牧渔则在31个申万一级行业中涨幅居前。正在发行的景顺长城景泽优选拟任基金经理徐亦达认为,经历三季度的风格大反转后,随着前期剧烈调整逐步消化,市场风格将更趋均衡,在等待宏观不确定因素落地期间,成长与价值板块都有继续关注的价值。  从成长端来看,...

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