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机构发布8月资产配置月报:高配利率债 标配A股、黄金
央广网上海8月11日消息(记者吴善阳)挖财研究院今天发布资产配置月报,分析了当下宏观经济政策,并对股票、债券、黄金等资产的配置提出建议。
该月报认为,二季度以来金融监管放缓,维稳基调将利于债券配置,而且“债券通”将长期带来增量资金,因此建议高配利率债,标配其它各类资产。
看好利率债
今年以来,经济好于预期。虽然下半年下行压力仍在,但未如之前设想那般差。从市场表现来看,也充分反应了此前“前高后低”的经济预期。
挖财研究院认为,金融监管自二季度以来有所放缓。从政策面上看,虽然在七月中旬召开的全国金融工作会议继续强调了金融监管和金融安全,但是该会议也将监管协调列为重要议题和内容。市场普遍预期,“一行三会”的协调将使未来监管政策更为稳健。
该月报认为,维稳基调将有利于债券配置。且7月3日,债券通“北向通”上线试运行,目前境外投资者持有债券占内地债券市场总托管量比重不足2%。该报告认为,“债券通”的推出有望吸引更多境外资金投资于内地债券市场,利好利率债。国外机构投资者偏好具有安全边际的利率债。
标配A股、黄金
该资产配置月报建议标配A股,考虑业绩和估值较匹配的相关标的。
挖财研究院分析,随着中国加入MSCI新兴市场指数,投资者结构未来机构化的长期趋势,价值投资将逐步成为主流。而供给侧改革的推进促使行业集中度提升,行业龙头受益。年初以来,上证50行情将逐步从一线蓝筹到二线蓝筹及细分行业龙头扩散。
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