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【金麒麟优秀投顾访谈】中银证券投顾王伟龙:模拟组合交易策略是“埋伏热点,不追高,等风来”
Xin Lang Zheng Quan· 2025-08-13 08:21
Core Viewpoint - The Chinese wealth management industry is entering a high-growth cycle, driven by the increasing financial awareness of residents, with investment advisors playing a crucial role in asset allocation [1] Group 1: Investment Advisor Performance - Investment advisor Wang Weilong achieved a simulated portfolio monthly return of 28.27%, ranking sixth in July [1] - Wang emphasizes the importance of identifying undervalued stocks and avoiding chasing high prices while preparing for market trends [2] Group 2: Future Development of Investment Advisory - Wang highlights the need for investment advisors to enhance independent thinking and provide more personalized, warm services to investors [2] - The institution, Zhongyin Securities, prioritizes the professional capabilities of investment advisors, encouraging them to express independent views supported by logical reasoning [2]