广发证券刘晨明：消除“熊市思维”，增加对权益资产的配置

每日经济新闻11-21 15:43

在招商基金举办的《首席连线：A股跨年行情展望》路演中，广发证券首席策略分析师刘晨明表示，随着风险偏好修复，有更多的资金进入市场，“熊市思维”逐渐消除，首先一个确定性的结论是要增加对权益资产的配置。但到底配置什么，需要基于自己的判断。如果判断经济周期复苏，可以配置沪深300、港股科技等；如果对产业层面的判断很清晰，可以配置相关的产业，如创业板、科创板或者行业指数。如果对这些都没有清晰的判断，就可以...

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