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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

2017-08-11 16:51:56   央广网

具体来说,近一个月来,价值股的表现好于成长股,从一线蓝筹白酒家电慢慢扩散到二线蓝筹。受益于供给侧改革,周期股业绩增长带来估值修复后的上涨。市场对上证50一致性预期在创业板大力反弹后出现分化。创业板今年截至7月底跌幅已达11%,估值仍处于历史均位下方,且为2013年2月以来的最低点。板块内部结构分化初现,引发市场部分资金追捧具有蓝筹特征的标的。

挖财研究院还建议标配黄金。月报称,特朗普执政半年来,各项改革措施明显低于市场预期,成为资产下行的隐患,而朝鲜半岛的局势也犹如悬空之剑,不时引发避险情绪。黄金作为资产配置组成部分,可部分对冲当今地缘政治频发,特朗普政权不稳定性带来的资产下行风险,因此建议标配黄金。

海外方面,挖财研究院认为,美国经济增长势头有所减弱,但各方面的经济数据显示其基本面仍处于良好状态,美股上市公司盈利水平稳健增长,对股价形成支撑。

风险溢价则是港股估值的主要驱动力,并且受到全球投资者风险癖好影响,而目前世界主要经济体美国,欧盟及中国经济表现较好。该月报认为,港股作为中外资产配置的关键窗口,港股配置具有战略意义,这点从近期流入新兴市场的资金及两市南下资金可见端倪。

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