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华泰策略：维持双主线均衡配置 重视toG优势+低位品种边际变化
source link: https://www.iyiou.com/briefing/202203131144813
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华泰策略：维持双主线均衡配置 重视toG优势+低位品种边际变化
昨天 21:08 · 亿欧
华泰策略认为，价值与成长风格全年单边占优的条件均不具备，全年维持成长vs价值的均衡配置的基础上，结合内外流动性边际变化、产业逻辑边际变化灵活调整、优中选优，当前toG品种阶段性占优，1）价值品种中，能源基建、能源央企仍是避险+进攻双属性底仓配置，2）成长品种中，受益于G端投资发力、政策基调强化、景气逆势上行的光伏、风电、数字基建；此外，关注低位品种中边际变化较大的医药。Recommend
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