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长城基金:关注“红利 + 科技”哑铃型配置策略_蜘蛛资讯网

过年烫头发一烫一个不吱声

性以及订单能见度的高潜力。  总体而言,我们认为,当前的市场调整是长期向上行情中的正常休整,也可能是优化持仓结构的合适时机。通过“红利”打底、“科技”进攻的哑铃型策略,在力争控制回撤的同时,有望把握结构性轮动带来的中长期收益。  免责声明:  本通讯所载信息来源于本公司认为可靠的渠道和研究员个人判断,但本公司不对其准确性或完整性提供直接或隐含的声明或保证。此通讯并非对相关证券或市场的完整表述或概括

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