中信建投陈果：A股进入提升投资者回报和控杠杆的新时代

券中社04-11

券中社4月11日讯，4月11日，在中信建投举办的“稳中求进”高股息与市值管理投资策略会上，中信建投证券权益策略首席分析师陈果表示，A股中期往上的趋势仍比较明确。相对而言，现在是站在一个新的逻辑上，不是过去单纯靠杠杆扩张带来盈利的增长逻辑，而是经济转型以及提升投资者回报，围绕股东利益最大化的新时代。“政策推动以投资者为本与央企市值管理殊途同归。”陈果还提到，高股息率凸显央企配置性价比。一方面，当前...

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