新科技浪潮

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中金公司发布大类资产2025下半年展望称,建议资产配置增加韧性,稳中求进,增配黄金、高股息、中债等安全资产;等待时机增配代表新科技浪潮的成长风格股票。
news flash· 2025-06-12 00:23
Core Viewpoint - The report from CICC suggests increasing resilience in asset allocation for the second half of 2025, advocating for a focus on safety assets such as gold, high-dividend stocks, and intermediate bonds while waiting for opportunities to increase allocation in growth-style stocks that represent the new technology wave [1] Group 1 - The recommendation emphasizes enhancing resilience in asset allocation strategies [1] - Suggested assets for increased allocation include gold, high-dividend stocks, and intermediate bonds [1] - The report indicates a cautious approach, aiming for steady progress while waiting for favorable conditions to invest in growth-style stocks [1]