Bernstein量化分析师：亚洲动量交易平仓或未结束建议增配价值股

环球市场播报08-07

Bernstein量化策略师表示，亚洲市场此前盛行的动量交易虽已出现剧烈回调，但平仓过程可能尚未结束。他们建议投资者降低对科技和人工智能板块的集中配置，转向更均衡的投资组合。　　Bernstein量化策略师Rupal Agarwal和Cheng Zhang在报告中写道：“我们建议有选择地持有动量股，重点关注高质量公司以及盈利动能持续改善的股票，同时增加低波动、高股息和价值型资产的配置。” 　　“...

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Bernstein量化分析师：亚洲动量交易平仓或未结束 建议增配价值股

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Bernstein量化分析师：亚洲动量交易平仓或未结束建议增配价值股