方正证券：中国资产吸引力有望持续提升短期春季行情中建议关注价值成长再平衡机会

智通财经2025-03-11

智通财经APP获悉，方正证券发布研报称，整体上看，中国资产吸引力有望持续提升，将推动A股行情继续向好前进。且股权风险溢价ERP显示权益资产投资性价比较高。结构上看，科技成长占优或是中期行情主要结构性特征，但也注意到，当前市场估值分化度已经较高，而同时红利指数股息率减利率差也达到近年新高，短期春季行情中建议关注价值成长再平衡机会。2025年开年以来，A股市场整体表现不俗，中小盘科技成长结构性行情尤为...

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方正证券：中国资产吸引力有望持续提升 短期春季行情中建议关注价值成长再平衡机会

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方正证券：中国资产吸引力有望持续提升短期春季行情中建议关注价值成长再平衡机会