重阳投资：非常罕见！港股投资价值处在历史最高点

腾讯自选股2020-05-29

5月28日，重阳投资总裁兼首席经济学家王庆，进行了一场路演。路演中，他透露，重阳投资的模型显示，当前A股具有极高的投资价值，从历史上来看也是超过以往的水平。当前港股的相对投资价值，在历史上几乎是最高点，这是一个非常罕见的情况。王庆认为，当下时点，布局“成长+防御”特征的板块会更有利，看好医药股、必选消费。重要观点：很少人注意到，在国内财政政策和货币政策放松之前，中国是经历了财政和货币政策的...

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OCEAN
2020-05-29
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