华福证券陈兴:A股估值已充分消化谨慎预期 权益资产配置价值逐步凸显

格隆汇
Yesterday
华福证券宏观首席分析师陈兴表示,当前A股核心资产估值已较充分反映市场谨慎预期,权益市场配置价值逐步凸显,后续只要盈利端边际企稳、流动性预期温和修复,权益资产便具备向上修复弹性。他建议投资者规避短期情绪干扰,避免恐慌式离场,聚焦业绩与估值匹配度较好的优质标的,保持理性、耐心布局。

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