近期A股市场出现阶段性调整,投资者风险偏好有所回落。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接受上证报记者采访时表示,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。 “从估值性价比来看,当前股权风险溢价所处绝对水平,仍显示A股具有明显的长期吸引力。”郑科说,股权风险溢价虽多次触碰均值下方两倍标准差,但权益市场相对债券市场仍显示...
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。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接受上证报记者采访时表示,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。 “从估值性价比来看,当前股权风险溢价所处绝对水平,仍显示A股具有明显的长期吸引力。”郑科说,股权风险溢价虽多次触碰均值下方两倍标准差,但权益市场相对债券市场仍显示...
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