方正证券：在配置科技成长方向的进攻性资产同时 可适当增配兼具进攻性与防御性的优质龙头方向的价值均衡资产

Group 1 - The core viewpoint of the article indicates that recent technology growth assets have significantly outperformed the broader market, leading to an increase in valuation levels [1] - Despite the increase, both absolute and relative valuation levels remain considerably below historical extremes [1] - The report suggests maintaining a high allocation to equity assets, while also recommending an increase in exposure to high-quality leading assets that balance offensive and defensive characteristics [1]