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哑铃策略正当时,哑铃两端如何选?险资举牌给了参考方向
Mei Ri Jing Ji Xin Wen·2025-10-29 12:06

Group 1 - The article discusses the "barbell strategy" as a potential investment approach amid increasing market volatility, suggesting that it may be more suitable when there is no clear market direction or during paradigm shifts in investment [1] - The barbell strategy involves selecting assets on two ends: one with high win rates and the other with high payouts, thereby enhancing the overall expected return of the portfolio [1] - Insurance capital has reportedly made significant investments this year, acquiring shares in 24 companies primarily in the financial and public utility sectors, with additional interests in electrical equipment, information technology, and healthcare [1] Group 2 - For investors considering the barbell strategy, it is recommended to use index investment tools to further diversify risk, such as dividend-focused ETFs like the dividend low-volatility ETF (159547) for the high win rate end [1] - On the high payout end, growth-oriented assets like the Sci-Tech Innovation 50 ETF are suggested to improve the expected return of the investment portfolio [1]