每经AI快讯,中信证券预计2月市场将逐步走出资金大开大合所带来的高波动环境,资产定价也将回归国内政策发力、经济修复以及海外美联储降息预期两大主线。资产配置方向上仍需向风险资产倾斜,而波动相对更低的权益资产将是更优的选择。
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