Workflow
金融供给侧慢牛
icon
Search documents
知名券商首席,加盟招银理财!
Zhong Guo Ji Jin Bao· 2025-12-19 11:48
公开资料显示,戴康,中国人民大学经济学硕士,东北财经大学金融硕士研究生导师、上海国家会计学 院硕士生导师、上海财经大学硕士职业导师。他早年曾在国泰君安证券、华泰证券任职,2017年11月加 盟广发证券,担任首席策略分析师;2024年履新广发证券发展研究中心董事总经理、首席资产研究官, 直至今年11月末离任。 【导读】广发证券原首席资产研究官戴康履新招银理财 12月19日,中国基金报记者从原广发证券发展研究中心董事总经理、首席资产研究官戴康处获悉,他已 于当日正式履新招银理财,担任公司权益投资部总经理一职。 戴康拥有十四年的投资策略研究经验,在广发证券任职期间曾提出不少经典研判。例如,他在2019年初 提出"A股熊牛转换,金融供给侧慢牛开启",在2022年11月高呼"港股天亮了",在2023年提出"杠铃策 略"等。较强前瞻性的研判也扩大了他的行业影响力,2014年至2023年,他连续十年获得"新财富最佳分 析师"称号。 戴康正式加盟的招银理财为头部理财公司。截至今年6月末,招银理财理财产品余额达2.46万亿元,保 持银行理财公司行业前列;总资产达253.63亿元,净资产达244.13亿元;今年上半年实现净利润1 ...
五一阅读:《策略投资:从方法论到进化论》
戴康的策略世界· 2025-05-01 06:42
Core Viewpoint - The book "Strategic Investment: From Methodology to Evolution" emphasizes the evolution of investment strategies in the context of changing A-share market dynamics, providing a comprehensive framework for strategy research that integrates historical insights with contemporary practices [5][15]. Group 1: Book Highlights - The book offers a systematic approach to strategy research, focusing on the evolution of investment strategies in response to the changing A-share environment, covering aspects such as macro trends, style allocation, industry comparisons, emerging industries, and stock selection strategies [5]. - Unlike historical reviews, the book aims to simplify complex strategies into a coherent framework that remains relevant amidst market changes, avoiding grand narratives that lack practical grounding [5]. - The author incorporates numerous real-world examples to validate theoretical concepts, aligning with the mission of providing forward-looking and grounded strategy research [5]. Group 2: Recommendations from Industry Leaders - Lin Chuanhui, Chairman of GF Securities, highlights the author's deep understanding of the art of strategic investment and the necessity for traditional investment thinking to evolve with China's economic development [6]. - Chen Guangming, Founder of Ruifeng Fund, notes the book's exploration of a verifiable and replicable framework that serious investors seek, emphasizing its systematic approach to strategy [8]. - Chen Ge, General Manager of Fortune Fund, appreciates the top-down perspective of strategy research that connects macroeconomic understanding with industry-specific insights, aiding in grasping market characteristics and underlying rules [9]. Group 3: Author's Insights - The author discusses the integration of science and art in strategy research, emphasizing the need for a structured framework that combines practical analysis with theoretical foundations [14]. - The book reflects on the necessity for traditional investment strategies to adapt to the evolving economic landscape, highlighting the importance of continuous refinement and practical application of strategic thinking [15]. - The author aims to bridge the gap between theoretical frameworks and real-world application, making the book a practical guide for investors looking to build a robust investment framework [14]. Group 4: Evolution of Strategy - The book outlines the transition from traditional investment frameworks to a more dynamic approach that considers the changing economic and market conditions, emphasizing the importance of adapting strategies to new realities [31]. - It discusses the significance of understanding the dominant variables that drive market behavior, advocating for a flexible approach to strategy that can respond to both short-term signals and long-term trends [30]. - The author stresses the need for a comprehensive understanding of the A-share market's integration into the global capital market, which alters the weight of various factors influencing stock prices [24].