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兴证资管王德伦:权益时代四重奏 现阶段A股长牛未央 _ 东方财富网
【兴证资管王德伦:权益时代四重奏 现阶段A股长牛未央】王德伦表示,权益时代的四重奏分别是国家重视,居民配置,机构配置和全球配置,在这四重奏之下,A股的长牛会走得更远。推进能源革命,将会带动经济转型新老产业共振,看好相关赛道的发展机会。在今年的市场环境下,其比较重视业绩高增长的成长性板块,尤其是科技成长性板块。
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