近期A股市场出现阶段性调整,投资者风险偏好有所回落。针对当前市场波动、估值水平与中长期投资机遇,鹏华基金首席资产配置官、资产配置与基金投资部总经理郑科认为,本轮市场波动属于行情运行中的结构性再平衡,并未改变A股长期投资价值,权益资产依然具备较强的配置吸引力。 郑科表示,受筹码堆积影响,三季度股权风险溢价第三次触碰均值下方两倍标准差之际,市场出现了较大幅度调整,创业板、双创50等为代表的板块,均...
Source Link近期A股市场出现阶段性调整,投资者风险偏好有所回落。针对当前市场波动、估值水平与中长期投资机遇,鹏华基金首席资产配置官、资产配置与基金投资部总经理郑科认为,本轮市场波动属于行情运行中的结构性再平衡,并未改变A股长期投资价值,权益资产依然具备较强的配置吸引力。 郑科表示,受筹码堆积影响,三季度股权风险溢价第三次触碰均值下方两倍标准差之际,市场出现了较大幅度调整,创业板、双创50等为代表的板块,均...
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