流动性泛滥下的全民资产配置

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中国资本市场正在发生系统性的变化。这可以从很多现象得到验证:2015年以来大批股票投资经理投奔私募,然后是一直相对比较稳定的保险资管基金部的兄弟们也开始变得抢手,2016年则是大批债券投资经理也开始投奔私募。
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