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高山有水
2021-03-09

不错

@高山有水：

配置方面，如果投资周期是以季度为窗口，当前美股仍具备较强的配置价值，但在美债利率抬升趋势可能贯穿全年的情况下，建议超配周期股，价值股（银行、工业、航空等）；标配科技成长股。

配置方面，如果投资周期是以季度为窗口，当前美股仍具备较强的配置价值，但在美债利率抬升趋势可能贯穿全年的情况下，建议超配周期股，价值股（银行、工业、航空等）；标配科技成长股。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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高山有水
·2021-03-09
好
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高山有水
·2021-03-09
相当不错
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