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本报告为历史分析报告,不构成任何对市场走势的判断或建议,不构成任何对板块或个股的推荐或建议,使用前请仔细阅读报告末页“相关声明”。 注:文中报告节选自兴业证券经济与金融研究院已公开发布研究报告,具体报告内容及相关风险提示等详见完整版报告。 证券研究报告:《如何看待五粮液中免茅台遭百亿卖出?——外资流入A股系列16(兴证策略王德伦团队)20201010》 对外发布时间:2020年10月10日 报告发布机构:兴业证券股份有限公司(已获中国证监会许可的证券投资咨询业务资格) 本报告分析师 : 王德伦 SAC执业证书编号:S0190516030001 李美岑 SAC执业证书编号:S0190518080002 张 勋 SAC执业证书编号:S0190520070004 研究助理: 张日升 李家俊
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策略投资“三大支柱”——大势研判、板块配置、主题投资。大势研判分别从基本面、流动性、风险偏好,结合短、中、长期搭建策略投资完整框架。板块配置囊括行业配置、风格配置、大类资产配置及国别配置等“四大配置”。打通宏观-中观-微观,自上而下与自下而上相结合。本培训已入选清华大学经管学院硕士生金融实践课,由兴业策略新财富团队精心打造。欢迎各位投资者聆听《寻找下一个风口,策略投资方法论》。
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