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全新升级投资机会

总体来看,2022年是“稳字当头、稳中求进”之年。2021年中央经济工作会议提出今年经济工作要稳字当头、稳中求进,宏观政策要稳健有效。当前,各行各业都去虚向实,回归主业,聚焦用户需求。寒冬之中,蕴藏着哪些新的投资机会?2022年,哪些行业会爆发?

全新升级投资机会

8月2日,中欧财富 举办了 「中欧带你投」 服务的 上线发布会。 作为 首批获准公募基金投顾试点资质的机构之一,中欧财富此次推出「中欧带你投」服务,是在提供优选投顾策略的基础上,通过投研模型为个人投资计划赋能,为投资者提供满足个性化需求的动态资金买入方案。

发布会现场, 中欧财富总经理郑焰 介绍称 , “我们希望通过中欧带你投,兼顾投顾服务的专业和温度,成为投资者身边更科学的定投管家。 ”

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打破传统投顾服务模式 震荡市更贴心

中欧带你投针对不同的客群需求,推出了三款跟投计划。据中欧财富产品总监黄鹏介绍,第一款是全明星智慧跟投计划,是基于结合市场估值 + 个人计划 持仓成本的量化模型,为客户提供 更科学更个性化的资产配置方案 。 第二款是行业跟投计划,将行业研究各个维度的客观数据和评分,提供给客户各个行业的投资性价比指引。第三款是幸福周周投跟投计划,投顾团队会根据每周市场的变化,动态调整投资标的和配置比例。

投研模型助力 打造 科学 的服务方案

中欧财富投顾业务总监焦杨介绍道, 中欧财富投顾团队在策略的资产筛选上,始终坚持采用优选、优配、优投的思路。 而在中欧带你投服务的发车信号设计上,则是希望通过还原投研的投资决策,在定期买入的基础上,从定量 +定性的角度综合 提供 每一期的发车信号。

“我们相信,优质的资产能穿越牛熊,也希望用这种形式与持有人一起 追寻微笑曲线 , 一路同行。 ” 郑焰 说。

郑焰 表示,中欧带你投的推出意味着基金投顾业务 从标准化向个性化 的 转变。未来 中欧财富也会 继续探索更多创新的产品形态, 继续在投和顾两个层面继续发力,继续加深对客户需求的洞察分析, 探索真正千人千面的投顾账户和个性化定制。

主理人跟投目前只适用于中欧带你投服务中的幸福周周投计划、智慧全明星跟投计划。实盘业绩仅为主理人跟投账户的真实业绩,因不同跟投账户的跟投金额、跟投期数、成分基金交易是否存在失败等情况存在差异,因此实盘业绩不代表每位跟投用户账户的业绩,不预示策略未来表现 ,主理人账户的卖出 /调仓并不必然代表每个跟投账户都会进行卖出/调仓 。策略为其他客户创造的收益并不构成业绩表现的保证。

全新升级投资机会

总体来看,2022年是“稳字当头、稳中求进”之年。2021年中央经济工作会议提出今年经济工作要稳字当头、稳中求进,宏观政策要稳健有效。当前,各行各业都去虚向实,回归主业,聚焦用户需求。寒冬之中,蕴藏着哪些新的投资机会?2022年,哪些行业会爆发?

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时间的玫瑰(全新升级版,剖析中国资本市场大趋势,梳理价值投资的逻辑与原则,明辨投资风向,诠释更多行业与企业机会)

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