张忆东：9、10月是逢低布局中国最优质资产的好时机

人民币交易与研究2020-09-09

现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。9月7日晚间，兴业证券全球首席策略分析师张忆东在华泰柏瑞基金举办的高端对话上表示，9 月、10 月其实是逢低布局中国各个领域最优质资产的好时机。如果说有风格的切换，最快的时间节点是 11 月，还不是现在。据公众号“...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

2024lllygz
2020-09-11
2024lllygz
赶紧卖空
猛逃
2020-09-10
猛逃
又来请君入瓮了[惊讶]
jasonz
2020-09-10
jasonz
现在低吗
老虎萨满祭司
2020-09-10
老虎萨满祭司
大忽悠
beasy8
2020-09-10
beasy8
最后逃跑机会
天天天天涨停板
2020-09-10
天天天天涨停板
头衔真多，专门用来引诱韭菜的吗？🐯能否不要转发这类文章？高质量高价值的投资信息，难道很难找到吗？

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href=https://mp.weixin.qq.com/s/1j1UdjIcHwJaXZRJEfSfGQ><strong>人民币交易与研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。9月7日晚间，兴业证券全球首席策略分析师张忆东在华泰柏瑞基金举办的高端对话上表示，9 月、10 月其实是逢低布局中国各个领域最优质资产的好时机。如果说有风格的切换，最快的时间节点是 11 月，还不是现在。据公众号“...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1j1UdjIcHwJaXZRJEfSfGQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000001.SH","symbol_name":"上证指数","start_time":0,"source_url":"https://mp.weixin.qq.com/s/1j1UdjIcHwJaXZRJEfSfGQ","article_id":"1165955501","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1165955501","pubTimestamp":1599653796,"sourceInfo":{"source_id":"lsy1574157197600","name":"人民币交易与研究"},"weMediaInfo":null,"summary":"现在中国的一些先进制造业，无论是机械、化工、电力设备，甚至 TMT 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领域里面，已经涌现出来一些在全球具有竞争力的资产。它在国内的细分行业里边前两三名，而在海外至少已经跃居到了第一阵营。“投资者怎样能够更好的分享到中国权益时代的红利？有一个秘诀——定投，如果有闲钱就不断地定投。而且要做长期的财富管理，把钱交给长跑冠军……包括我自己，因为不能买股票，所以都是基金定投， 分享权益投资大时代。”张忆东表示。他认为，9 月、10 月其实是逢低布局中国各个领域最优质资产的好时机。现在中国在全球是估值洼地，金融、地产之类的周期性核心资产，它们的分红收益率有点像可转债，但比可转债的性价比更好，这是传统行业的核心资产。至于消费、医药、科技，它们的长期逻辑还是很清晰，但是前段时间真的是多多少少有点泡沫了。同时，一旦经济复苏的预期在海外开始发酵，特别是 11 月，随着美国的疫情和美国大选能够明朗化，疫苗能够有三期临床，开始量产，美国大选也尘埃落定，那个时候整个的中国资产，特别是更便宜的港股里边的这些优质资产，会享受到复苏的红利以及人民币升值的红利。另外，未来中概股的回归，以及更多代表国内新经济的企业同时在 A 股和港股上市，互联网巨头们在香港市场相聚了——阿里巴巴、腾讯、美团、小米、拼多多、京东这些为代表的科技互联网巨头，它们成长的天花板还远远没有看到，所以它的成长性足以消化现在的高估值。“如果说有风格的切换，最快的时间节点是 11 月，还不是现在。现在只能是说阿尔法策略的扩散，成长风格的扩散，或者说成长股投资范围的延展，延展在哪儿？从消费、医药、科技延展到一些周期里边的阿尔法。” 张忆东表示。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":976405814,"gmtCreate":1599800256638,"gmtModify":1703819756968,"author":{"id":"3491288457950231","authorId":"3491288457950231","name":"2024lllygz","avatar":"https://static.tigerbbs.com/392e8b0fad491f532d04ee5a0e8eea1e","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"赶紧卖空","listText":"赶紧卖空","text":"赶紧卖空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976405814","repostId":1165955501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":976672529,"gmtCreate":1599723770361,"gmtModify":1703819471972,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"又来请君入瓮了[惊讶]&nbsp;","listText":"又来请君入瓮了[惊讶]&nbsp;","text":"又来请君入瓮了[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976672529","repostId":1165955501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":976644336,"gmtCreate":1599720880125,"gmtModify":1703819460956,"author":{"id":"3546963146161643","authorId":"3546963146161643","name":"jasonz","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"现在低吗","listText":"现在低吗","text":"现在低吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976644336","repostId":1165955501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":976640438,"gmtCreate":1599717398724,"gmtModify":1703819450674,"author":{"id":"3461749265558263","authorId":"3461749265558263","name":"老虎萨满祭司","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"大忽悠","listText":"大忽悠","text":"大忽悠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976640438","repostId":1165955501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":976658627,"gmtCreate":1599714482769,"gmtModify":1703819441756,"author":{"id":"3480025193273846","authorId":"3480025193273846","name":"beasy8","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"最后逃跑机会","listText":"最后逃跑机会","text":"最后逃跑机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976658627","repostId":1165955501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":976659245,"gmtCreate":1599712183787,"gmtModify":1703819438490,"author":{"id":"3513743822381928","authorId":"3513743822381928","name":"天天天天涨停板","avatar":"https://static.tigerbbs.com/90d3bcdd2c49a8ec314d84d8d0f1b24e","vip":1,"crmLevel":5,"crmLevelSwitch":1},"htmlText":"头衔真多，专门用来引诱韭菜的吗？🐯能否不要转发这类文章？高质量高价值的投资信息，难道很难找到吗？","listText":"头衔真多，专门用来引诱韭菜的吗？🐯能否不要转发这类文章？高质量高价值的投资信息，难道很难找到吗？","text":"头衔真多，专门用来引诱韭菜的吗？🐯能否不要转发这类文章？高质量高价值的投资信息，难道很难找到吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976659245","repostId":1165955501,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":10,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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