中金：4月伊朗局势大概率仍会反复建议分三个层次应对

智通财经04-06

智通财经APP获悉，中金发布研报称，短期尤其4月局势大概率仍会反复;中期看局势最终失控仍非基准情形;不考虑伊朗局势，二季度本就是中国信用周期的偏弱阶段。建议分三个层次应对：1)仓位轻，可左侧布局已充分反映悲观预期的资产，如恒科、黄金、创新药等;2)仓位重，可适度降仓，或以低波红利资产对冲波动;3)受益方向如储能、煤炭可持有，但因共识趋同、交易拥挤，也不宜过度追高。中金主要观点如下：1.EPFR口径...

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href=http://www.zhitongcaijing.com/content/detail/1425269.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，短期尤其4月局势大概率仍会反复;中期看局势最终失控仍非基准情形;不考虑伊朗局势，二季度本就是中国信用周期的偏弱阶段。建议分三个层次应对：1)仓位轻，可左侧布局已充分反映悲观预期的资产，如恒科、黄金、创新药等;2)仓位重，可适度降仓，或以低波红利资产对冲波动;3)受益方向如储能、煤炭可持有，但因共识趋同、交易拥挤，也不宜过度追高。中金主要观点如下：1.EPFR口径...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425269.html\">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":"LU0823041008.USD","symbol_name":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) 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中金：4月伊朗局势大概率仍会反复 建议分三个层次应对

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中金：4月伊朗局势大概率仍会反复建议分三个层次应对