李迅雷：无论是美股还是A股机会风险都聚焦科技股，黄金稀土还能涨！沪深300市盈率14倍，明显低于标普500的29倍

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格隆汇9月25日｜中泰国际首席经济学家李迅雷发文称，从大类资产配置角度来讲，现在配置肯定还是注重于成长。无论是美股还是A股，科技股、创新药表现都比较好。这些都是科技发展、科技进步带来的成效。对于A股来讲，以沪深300为例，其市盈率在14倍左右，明显低于标普500的29倍，纳斯达克的41倍，说明我们在估值上有一定优势。就大类资产配置来讲，我提供的配置方案是50%股票，30%国债，20%黄金，我看好...

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