杨德龙:今年A股和港股科技股行情仍将延续

美港电讯
27 Mar

【杨德龙:今年A股和港股科技股行情仍将延续】金十数据3月27日讯,前海开源基金执行总经理杨德龙表示,在A股和港股做价值投资,还要考虑更多因素,包括政策面、资金面以及市场波动较大等,做具有中国特色的价值投资。从全年资本流动来看,今年以来全球资本流动方向是从美股流出,寻找新的估值洼地,而A股刚好成为全球资本市场的估值洼地。许多投行也纷纷发表看好A股和港股的报告。短期的调整不改本轮中长期走势,这轮由科技股带来的牛市超级行情有望延续两三年以上。建议大家保持信心和耐心,抓住好公司被错杀的机会,通过布局优质股票或优质基金,真正实现财富增长。

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