瑞銀財富胡一帆：政策明朗將迎來新一波上漲空間

格隆匯
2021.07.11 05:58
瑞銀財富管理亞太區投資總監胡一帆認為，經濟持續復甦和企業業績恢復將給股票估值帶來更好的機會；看好下半年亞洲藴藏的機會；整體的流動性會相對來講轉向正面，政策層面將有利於支持實體經濟增長以及企業盈利的釋放；國內政策明朗後將迎來新一波反彈；看好週期股和價值股。
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