海通证券首席宏观分析师姜超分析指出,相比较而言,无论债券类资产还是股票类资产,均比房地产和存款更有配置价值,且坚信未来资产配置的主旋律依然是金融资产。当下,“资产配置荒”的叹息和纠结弥漫在财富管理圈。民生证券研究院执行院长管清友认为,股市大幅震荡后,对地方政府融资约束仍在。房地产销售端虽有好转,但巨量库存之下也没有 Jiang Chao, chief macroeconomic analyst at Haitong Securities pointed out that in comparison, bond assets and stock assets are all more value-added than real estate and deposits, and the main theme of asset allocation in the future is still the financial assets. Right now, “asset allocation shortage ” sigh and tangled in the wealth management circle. Guan Qingyou, executive director of Minsheng Securities Research Institute, believes that after the stock market fluctuated sharply, the financing constraints on local governments were still in the process. Although the real estate sales side has improved, but there is no huge inventory