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华尔街观察 Xtrader
@cnfinancewatch
PhD | Professor | Investor |每日中美联动，权威研报与资金流、新闻事件、热度榜、期权异动五映射分析；订阅区：大类资产轮动主仓、行业ETF轮动辅仓，仓位变动实时量化课程👇
Joined April 2010
5.5K Following    131K Followers
华尔街观察 Xtrader@cnfinancewatch
2026.08.18 22:11
防御配置： 中信证券看好银行板块全年绝对收益，招商银行(+0.24%)、平安银行(-0.45%)等可作底仓配置；高股息资产在利率上行期具备相对优势。
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