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險資最新調研思路曝光:權益資產具備性價比優勢
格隆匯 09-20 07:34
格隆匯9月20日丨8月以來,保險機構調研熱度持續升溫,數據顯示,截至目前,保險機構合計調研A股上市公司達2220次,調研次數較去年同期增長超30%,調研上市公司數量增加554家。從行業來看,工業機械、電氣部件與設備、半導體產品等領域是保險機構密集調研的重點。展望後市,業內人士指出,權益資產在大類資產配置中具備性價比優勢,當前市場正處於預期博弈的關鍵窗口期,高波動提供了佈局好時機,建議關注當前估值與未來景氣匹配的高性價比品種。
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