凤凰体育直播网络电视手机版

SAOYISAO,XIAZAILIEJINKEHUDUAN

2021年大类资产配置策略展望

来源:上海证券报 2020-12-16 05:15:59

  JINRI,《JIAOYINZHONGGUOCAIFUJINGQIZHISHUBAOGAO》DI62QIFABUHUIZAIZHONGGUOJINRONGXINXIZHONGXINJUXING。JIAOTONGYINXINGJINRONGYANJIUZHONGXINZHURENCAIPUHUACHUXIBINGZHICI,JIAOTONGYINXINGFAZHANYANJIUBUFUZONGJINGLI、SHOUXIYANJIUYUANTANGJIANWEIFABUBAOGAOBINGZUOJIEDU。BAOGAOXIANSHI,SUIZHEGUOMINJINGJIFUSUSHITOUJIAKUAI,SHENGCHANHEXIAOFEIXUQIUCHIXUHUINUAN,JINRONGSHICHANGYUNXINGZHENGTIWENDING,BENQIXIAOKANGJIATINGCAIFUJINGQIZHISHUJIAOSHANGQISHANGSHENG1GEBAIFENDIAN,XIAOKANGJIATINGJINGJIJINGQIZHISHUJIAOSHANGQISHANGSHENG2GEBAIFENDIAN,SHOURUZENGZHANGZHISHU、TOUZIYIYUANZHISHUHELIUDONGZICHANTOUZIYIYUANZHISHUYUSHANGQICHIPING,BUDONGCHANTOUZIYIYUANZHISHUJIAOSHANGQISHANGSHENG1GEBAIFENDIAN。

  交通银行发展研究部副总经理唐建伟、天风证券()策略首席分析师刘晨明、德裕世家家族办公室执行总经理菊雷、戊戌资产创始人陈战伟等专家围绕“2021年大类资产配置策略”这一主题展开了圆桌讨论。圆桌由中国金融信息中心总裁助理李志琴主持。

  JIAOTONGYINXINGFAZHANYANJIUBUFUZONGJINGLITANGJIANWEICONG“JINGJIZENGZHANG、TONGHUOPENGZHANG、HUOBIZHENGCE”SANFANGMIANXIANGXIZHANWANG2021NIANHONGGUANJINGJIYUZHENGCEHUANJING。TARENWEI,2021NIANKENENGHUICHUXIANJINGJIZENGZHANGXIANGSHANG、TONGHUOPENGZHANGXIANGXIA、HUOBIZHENGCEBIANJISHOUJINDEGEJU。

  JINGJIZENGZHANG:2021NIANZHONGGUOJINGJIZENGSUHUOJIANGXIANZHUJIAKUAI,ZOUSHIHUOSHIQIANGAOHOUDI。SHOU2020NIANJISHUYINGXIANG,2021NIANYIJIDUJINGJIZENGSUKENENGGAODA15%ZUOYOU,ERJIDUZHIHOUZHUJIANHUILUO,SIJIDUYOUWANGHUIGUIDAOZHENGCHANGSHUIPING。2021NIANJINGJIZENGSUJIANGXIANZHUHUISHENG,YUJIQUANNIANZENGZHANG9%ZUOYOU。XIAOFEIHEZHIZAOYETOUZIYOUWANGCHENGWEILADONGJINGJIDEZHUYAOQUDONGLI。

  TONGHUOPENGZHANG:SHIPINJIAGELADONGCPITONGBIKENENGMINGXIANZOUDI,ERPPIZEKENENGHUIZHENG。SHOUQIANQIZHUROUJIAGEZOUGAOXINGCHENGGAOJISHUYIJIDANGQIANSHENGZHUCUNLANHECHULANDAFUZENGJIADEYINGXIANG,2021NIANSHANGBANNIANZHUROUJIAGETONGBIZHANGFUJIANGMINGXIANHUILUO,SHOUCIDAIDONG,CPITONGBIYEJIANGCHIXUZOUDI,BUFENYUEFENCPIKENENGWEIFUZHI。ZAIXUQIUHUIFUDEDAIDONGXIA,TEBIESHIFUWUYESHENGCHANHEXUQIUZHUJIANGAISHAN,FEISHIPINJIAGEHEHEXINCPIYOUWANGSHIDUHUISHENG,YUJI2021NIANCPITONGBIZHANGFUPINGJUNZAI1.5%ZUOYOU。

  2021NIANQUANQIUJINGJIJIANGZHENGTIFUSU,DAZONGSHANGPINJIAGESHANGZHANGSHIDAGAILVSHIJIAN,PPIYOUYIDINGDESHURUXINGSHANGZHANGDONGLI。GUONEIJINGJIFUSUTAISHIMINGQUE,GONGYESHENGCHANHUINUANDAIDONGSHENGCHANZILIAOJIAGECHUYUHUISHENGGUOCHENG,GUONEIXIAOFEIDEHUIFUYEJIANGDAIDONGSHENGHUOZILIAOJIAGEDEHUISHENG,YUJI2021NIANPPITONGBIZHANGFUPINGJUNZAI1%ZUOYOU。ZHENGTIERYAN,2021NIANTONGZHANGJIANGCHUYUJIAODISHUIPINGYUNXING。

  HUOBIZHENGCE:“JINXINYONG+WENHUOBI”ZUHE。SUIZHEJINGJIZHUBUHUIFUDAOYIQINGQIAN,QIANQIYINGDUIYIQINGCHONGJIDENIZHOUQIDIAOJIEZHENGCEYEJIANGZHUBUHUIGUIDAOCHANGTAI。YUJI2021NIANHUOBIZHENGCEJIANGSHIJINXINYONG、WENHUOBIDEZUHE,LIUDONGXINGHUOBIANJISHOUJIN。YISHI2020NIANSHANGBANNIANQIYEXINDAIZENGZHANGJIAODUO,QIEQIXIANPIANDUAN,JIASHANGXUDUOXIAOWEIQIYEYANQIHAIBENFUXI。2021NIANZHEIBUFENQIYEDAIKUANDOUMIANLINHAIBENFUXIDEYALI,HUOCHUXIANNEISHENGXING“JINXINYONG”;ERSHI2020NIANYINWEIJINGJIZENGSUXIAXINGJIXINDAIDUOZENG,HONGGUANGANGGANLVCHUXIANMINGXIANSHANGXING,WEIWENDINGHONGGUANGANGGANLV,2021NIANXUYAOKONGZHIXINYONGJINYIBUKUOZHANG;SANSHISUIZHEJINGJIKUAISUHUIFU,LIUDONGXINGKUANYUBUZAIJIAMA,BENSHENYEHUIYOU“JINXINYONG”DEXIAOGUO;SISHILOUSHI“SANDAOHONGXIAN”JIXINYONGZHAIWEIYUESHIJIANDENGYEHUISHIDEZHENGGERONGZIHUANJINGQUYUJINSHEN。YUJI2021NIANXINDAIHESHERONGZENGSUDOUHUICONG2020NIANDE13%ZUOYOUHUILUOZHI11%ZUOYOU。

  CONGHUOBIGONGJIDESANGEQUDAOERYAN(XINDAI、CAIZHENGCHIZI、WAIHUIZHANKUAN),2021NIANM2ZENGSUKENENGDOUMIANLINFANGHUANYALI。YUJI2021NIANM2ZENGSUJIANGCONG2020NIANDE10.5%ZUOYOUHUILUOZHI9%ZUOYOU。DANWEILEWEICHISHICHANGLIUDONGXINGDEHELICHONGYU,YUJIYANGXINGRENGHUITONGGUOGONGKAISHICHANGCAOZUOTOUFANGLIUDONGXING。2021NIANQUANMIANJIANGZHUNJIANGXIDEGAILVBUDA,DANBUPAICHURENGYOUDINGXIANGJIANGZHUNTOUFANGLIUDONGXINGDINGXIANGZHICHIZHONGXIAOWEIQIYEJIZHIZAOYEDEKENENGXING。

  ZHANWANG2021NIANDALEIZICHANSHICHANG,TANGJIANWEIRENWEIDALEIZICHANSHICHANGKENENGCHUXIANDIAOZHENGFENHUA,ZHENGTISHANGKENENGXUYAOJIANGDISHOUYILVYUQI。JUTIDAOTOUZIFANGXIANG,TARENWEIDAZONGSHANGPINZUIZHIDEKANHAO。YUANYINYOUSAN:QIYI,OUMEIJINGJIFUSUZHIHOUMIANLINBUKUCUNDEXUQIU,JIANGDAIDONGDAZONGSHANGPINJIAGESHANGZHANG;QIER,QUANQIUQIANQICHAOKUANSONGHUOBIZHENGCETOURUDEDAGUIMOLIUDONGXING,HUIZAOCHENGTONGZHANGYUQI,YEHUITUIGAODAZONGSHANGPINJIAGE;QISAN,OUZHOUHEMEIGUOYUJIHAIHUIJIXUTUICHUCAIZHENGCIJIZHENGCE,LIHAOYUDAZONGSHANGPINSHICHANG。

  ZHAISHI:LILVYISHANGNANXIA,ZHAISHINANYOUQUSHIXINGXINGQING。YISHIJINGJIFUSUDIEJIAZHENGCEBIANJISHOUJIN,GUOZHAISHOUYILVNANYOUMINGXIANXIAXING;ERSHIMEIGUOJINGJIFUSUHUOJIANGTUIGAOMEIGUOGUOZHAILILV,ZHONGMEILICHAJIANGQUYUSHOUZHAI;SANSHIWUJIAZHENGTIXIAXING,HUOBIZHENGCEBINGBUHUIZHUANXIANGSHOUJIN,QIEKAOLVDAOZHANGDUANLILVYIJINGCHAOGUOYIQINGQIANDESHUIPING,YAOJIXUDAFUSHANGXINGKONGJIANYEBUDA;SISHIZHAIQUANSHICHANGKUORONGHOU,JIANGUANCENGYEHUICHIXUWEIWENZHAIQUANSHICHANG,KONGZHILILVSHANGSHENGDEXIELV。

  GUSHI:GUSHIDUANQIYINGFANGDISHOUYILVYUQI,ZHONGZHANGQIKEBUJU“SHISIWU”。2000NIANZHIHOU,ZHONGGUOAGUCONGLAIMEIYOULIANXUSHANGZHANGCHAOGUOLIANGNIAN。YUJI2021NIANSHICHANGDESHENGYULIUDONGXINGSHIPIANYUJIANSHAODE,BUZHICHIGUPIAOSHICHANGZAICHUXIANQUSHIXINGXINGQING。ZHONGZHANGQIERYAN,YINWEIZHONGGUOJUMINZICHANPEIZHIJIANGGENGQINGXIANGGUPIAOSHICHANG、WAIZICHIXULIURUJIZIBENSHICHANGJICHUZHIDUDEWANSHANDENG,RENGKEDUIZHONGGUOZIBENSHICHANGBAOCHILEGUANDEPANDUAN,TOUZIZHEKETIQIANBUJU“SHISIWU”SHUANGXUNHUANXINFAZHANGEJUXIADEXIAOFEISHENGJI、TOUZITIZHI、QUYUJINGJIZHONGGOUHEJINGJISHUZIHUAZHUANXINGDETOUZIJIHUI。

  YUANYOU:GONGXUGEJUXIANGHAO,YOUJIAZONGTIJIANGCHENGSHANGZHANGQUSHI。YISHIYIQINGYINGXIANGZHUANRUOZHIHOU,QUANQIUYUANYOUXUQIUYOUWANGHUISHENG;ERSHIJINGUANJIANCHANGUIMOJIANGSUOJIAN、GEFANGBOYIKENENGJIAJU,DANJIANCHANXIEYIRENGJIANGJIXUWEIYUANYOUSHICHANGTIGONGYIDINGZHICHENG;SANSHIQUANQIUYUANYOUKUCUNYIJIAOQIANQIGAOWEIXIAJIANG,YUANYOUKUCUNYALIQUYUHUANJIE。

  HUANGJIN:YIQINGXIAOTUIDAOZHIBIXIANXUQIUXIAJIANG,JINJIAHUOJIANGZHENDANGZOUDI。JIYU2021NIANQUANQIUJINGJIFUSUDEDABEIJING,QIANQIQUDONGJINJIASHANGXINGDEBIXIANQINGXUHECHAOKUANSONGZHENGCEYUQIRUOHUA,WOMENPANDUAN2021NIANHUANGJINKENENGHUIZHENDANGZOUDI。YISHISUIZHE2021NIANYIMIAODEWENSHIHEZHUBUPUJI,HUANGJINBIXIANQINGXUJIANGDI。ERSHIKUANSONGZHENGCETUICHUHUOSHITONGZHANGYUQIJIANQING,HUANGJINBAOZHIGONGNENGJIANRUOHUOJIANGDIQIXIYINLI。SANSHIMEIGUOJINGJIFUSUKENENGTUIDONGMEIGUOGUOZHAISHOUYILVZOUGAO,MEIYUANCHUXIANJIEDUANXINGSHENGZHI,HUANGJINJIAGEHUOJIANGYINCICHENGYA。

  TIANFENGZHENGQUANCELVESHOUXIFENXISHILIUCHENMINGFENXILEMINGNIANDEJINGJIHUANJINGJITOUZIJIHUI,BINGTISHIXUYAOGUIBIXINYONGSHOUSUOKENENGDAILAIDEGUZHIYASUO。SHOUXIAN,CONGNEIBUJIAODUKAN,LISHISHANGGUONEIDEXINYONGZHOUQILINGXIANYUGUONEIDEJINGJIZHOUQI2-3GEJIDU,2020NIAN10YUESHIXINYONGZHOUQIDEGAODIAN,YINCI,MINGNIANERJIDUSHIZHEIYILUNNEISHENGJINGJIFUSUDEGAODIAN。DANCONGHAIWAIQINGKUANGLAIKAN,RUGUOWAIWEIXUQIUCHIXUDAIDONGCHUKOU,YOUZHUYUGUONEIJINGJIBAOCHIWENZHONGXIANGHAOTAISHI。SHUNQUANQIUJINGJIZHOUQIDELUOJIXIA,MINGNIANHAIWAIQIYEFUGONGFUCHANDAILAIDEZIBENKAIZHIZENGJIADUIYUQIYEHETOUZIERYANSHIYIGEZHONGYAOJIHUI,ZHONGGUODEZHONGJIANPIN(YUANCAILIAO、LINGBUJIAN)CHUKOUHUIFUKENENGJIAKUAI。

  DEYUSHIJIAJIAZUBANGONGSHIZHIXINGZONGJINGLIJULEICONGTOUZIZHEDEJIAODUTANLEZIBENSHICHANGTOUZI,BINGJIEHEZISHENGONGZUOYINYONGLEGAOJINGZHIRENSHIDETOUZILIZI。TAJIANGDAO,ZICHANPEIZHISHOUXIANSHEJIDESHITOUZILEIXINGZHANBIDEWENTI。DUIYUGAOJINGZHIRENSHIDETOUZI,ZHANBIZUIDADESHILINGLEITOUZI,BAOKUOFANGDICHAN、SIMUGUQUAN、DUICHONGJIJINDENG。

  RUGUOHUIDAOPUTONGJIATINGDEJIAODULAIKAN,XUYAOZUNXUNFENGXIANYUANZE,FENGXIANYUEDA,TOUZIZHANBIZUIXIAO。FENGXIANZUIDIDESHIBAOKUOBAOXIAN、YINXINGCUNKUANZAINEIDEBAOZHANGXINGSHOUYICHANPIN,ZHANBI45%ZUOYOU,YINXINGLICAICHANPINLEI30%ZUOYOU,ZHENGQUANTOUZIJIJIN、YANGGUANGSIMU、JIHELICAIDENGYUEZHANBI20%,ZUIHOU5%TOUZIPE、VC,HUOZHEGANGGANXINGTOUZI。ZUOWEIYIGEPUTONGJIATINGTOUZI,GENGYINGGAIPIPEIZISHENDEFENGXIANCHENGSHOUNENGLI。

  WUXUZICHANCHUANGSHIRENCHENZHANWEICONGWEIGUANCENGMIANJIEXILE2021NIANDETOUZICELVE。TARENWEI,2021NIANDAZONGSHANGPINSHOUYIJIANGDAYUGUPIAOSHOUYI,GUPIAOSHOUYIJIANGDAYUZHAIQUANSHOUYI。SHOUDAOHONGGUANJINGJIDENGYINSUDEGONGZHENYINGXIANG,XINGCHENGDAZONGSHANGPINZICHANJIAGESHANGZHANG,ZHOUQIXINGMINGXIAN。DAZONGSHANGPINJIAGEXIANGDUIMINGAN,QICHUANDAOXINGJIAOKUAI,MINGNIANKENENGCHUANDAODAOXIANGGUANQIYE。ZUIJINYIDUANSHIJIAN,TONG、NIE、XINDENGYOUSEJINSHUCHUXIANZHENGTISHANGZHANG,MINGNIANJIBENJIANGYANXUQIANGSHI。YOUSEJINSHU、HEISEBANKUAIKENENGHUIBINENGYUANHUAGONG、NONGCHANPINDESHANGZHANGFUDUGENGDA。CONGBANKUAIHEGAINIANLAISHUO,CHENZHANWEIKANHAOXIAOFEI、KEJI、YIYAOHEJINRONGSIDABANKUAI。

(能赚钱的资讯才是真行情,点击获取更多今日热点行情!)

(本文内容仅供参考,并不构成投资建议!投资者据此操作,风险自担。)

你可能会喜欢

换一组
  • 【数据】12月25日机构持仓最新变动

    ETFCHICANG:HUANGJINBAIYINJUNBUBIANJIANCESHUJUXIANSHI:12YUE24RI,QUANQIUZUIDAHUANGJINETFCHICANGLUDE1167.53DUN,JIAOSHANGYIJIAOYIRIBUBIAN;QUANQIUZUIDABAIYINETFCHICANGLUDE17260.93DUN,JIAOSHANGYIJIAOYIRIBUBIAN。SHIJIANHUANGJINETFCHICANGLIANG(DUN)BIANDONGLIANG(DUN)BAIYINETFCHICANGLIANG(DUN)ETFCHICANG:HUANGJINBAIYINJUNBUBIANJIANCESHUJUXIANSHI:12YUE24RI,QUANQIUZUIDAHUANGJINETFCHICANGLUDE1167.53DUN,JIAOSHANGYIJIAOYIRIBUBIAN;QUANQIUZUIDABAIYINETFCHICANGLUDE17260.93DUN,JIAOSHANGYIJIAOYIRIBUBIAN。SHIJIANHUANGJINETFCHICANGLIANG(DUN)BIANDONGLIANG(DUN)BAIYINETFCHICANGLIANG(DUN)

  • 【数据】12月25日金银参考指标最新变动

    MEIZHAISHOUYILV:XIAJIANG JIANCESHUJUXIANSHI:12YUE24RI,10NIANQIMEIZHAISHOUYILVLUDE0.94%,JIAOSHANGYIJIAOYIRIXIAJIANG0.02%,DUIJINYINGOUCHENGZHICHENG。SHIJIAN10MEIZHAISHOUYILV(%)BIANDONGLIANG(%)2020/12/240.94-0.022020/12/230.96MEIZHAISHOUYILV:XIAJIANG JIANCESHUJUXIANSHI:12YUE24RI,10NIANQIMEIZHAISHOUYILVLUDE0.94%,JIAOSHANGYIJIAOYIRIXIAJIANG0.02%,DUIJINYINGOUCHENGZHICHENG。SHIJIAN10MEIZHAISHOUYILV(%)BIANDONGLIANG(%)2020/12/240.94-0.022020/12/230.96

  • 【资金】12月24日大资金晚间“速递”

    【XINGQINGBOBAO】 JIEZHIDANGWAN21:35,HUANGJINTDBAOJIA389.21YUAN/KE,DIEFU-0.16%;BAIYINTDBAOJIA5323YUAN/QIANKE,DIEFU-0.06%。YONGCHENGJIAOMIJIQU,QINGSONGZHAODAOZHICHENGYALIWEI,ZUIXINSHUJUXIANSHI:PINZHONGSHANGFANGYALIXIAFANGZHICHENGHUANGJINT+D391.8038【XINGQINGBOBAO】 JIEZHIDANGWAN21:35,HUANGJINTDBAOJIA389.21YUAN/KE,DIEFU-0.16%;BAIYINTDBAOJIA5323YUAN/QIANKE,DIEFU-0.06%。YONGCHENGJIAOMIJIQU,QINGSONGZHAODAOZHICHENGYALIWEI,ZUIXINSHUJUXIANSHI:PINZHONGSHANGFANGYALIXIAFANGZHICHENGHUANGJINT+D391.8038

猎金龙虎榜

2020-12-25
  • 排名 客户 收益金额
  • 1 谢女士 ¥19080
  • 2 赵先生 ¥19080
  • 3 徐先生 ¥15000
  • 4 回先生 ¥13560
  • 5 高女士 ¥8870

TOP

  • 日排行
  • 周排行
  • 月排行