聚焦伯恩斯坦_2026Q2亚洲量化策略:伊朗战争停火:如何布局?。screens in Exhibit 30-Exhibit 32. For China, we maintain our barbell approach of low vol stocks (defensive) and growth (risk-on proxy). For India, we keep the beaten down quality but add momentum to the mix. For Korea, we look for growth names.
聚焦伯恩斯坦_2026Q2亚洲量化策略:伊朗战争停火:如何布局?。screens in Exhibit 30-Exhibit 32. For China, we maintain our barbell approach of low vol stocks (defensive) and growth (risk-on proxy). For India, we keep the beaten down quality but add momentum to the mix. For Korea, we look for growth names.
聚焦伯恩斯坦_2026Q2亚洲量化策略:伊朗战争停火:如何布局?。screens in Exhibit 30-Exhibit 32. For China, we maintain our barbell approach of low vol stocks (defensive) and growth (risk-on proxy). For India, we keep the beaten down quality but add momentum to the mix. For Korea, we look for growth names.
覆盖 2026 年,全文共 35 页。
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适合投资人等读者参考。
重点分析了量化、伊朗战争停火、如何布局?等议题。