| | 大类资产 | 月度趋势 | | | 配置建议(未来6个月) | | | 配置变化 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 高配 | 中高配 | 标配 | 中低配 | 低配 | | | 汇率 | 美元 | 偏强震荡 | | ● | | | | | | | 欧元 | 偏弱震荡 | | | | ● | | | | | 人民币 | 偏弱震荡 | | | O | | | | | | 日元 | 偏弱震荡 | | | O | | | | | | 英镑 | 偏弱震荡 | | | 0 | | | | | | 中国国债 | 震荡 | | | 0 | | | | | | 中国信用债 | 震荡 | | | O | | | | | 固收 | 可转债 | 震荡 | | | O | | | | | | 美元债 | 偏强震荡 | ● | | | | | | | 权益 | Ａ股 | 震荡 | | ● | | | | | | | 一消费 | 震荡 | | | O | | | | | | 一周期 | 震荡 | | | O | | | | | | 一 ...