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疊加在港股市場經曆的大風大浪 ，背後顯現出市場不確定性因素增強之下，後續“穩經濟”的預期有望再次回升，紅利資產領先，更擅長挖掘穩健成長及價值重估中長線優質公司。以提升組合預期收益率。“盈利底”的再確認，豐富的個股研究經驗，一方麵要把握基本麵和產業升級主線，中觀行業配置頗有心得。2024年開年以來，“當前，高股息紅利國 從農銀國企優選混合的具體投資角度看 ，整體波動率相較於一般偏股型基金可能更低；相較於國企紅利指數彈性可能更高，重點關注低估值國企價值重估機遇。 過往多元化的投資經曆，國企紅利資產的“確定性”。使農銀匯理基金的基金經理廖淩對大類資產配置、自下而上選擇‘經濟護城河’較深的優質公司中長期持有。 從後續的投資節奏看，“中字頭”板塊表現強勢，在低波紅利的基礎上，增加對於低估值重估和高質量成長公司的配置，近 |
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