有助于恢复对风险资产的信心 回头太难吉他谱

Societe Generale Securities strategy team Huanshuai Yidong agency responsible for the business of sina Zhang to finance Level2:A shares of sina finance: App speed Kanpan live on-line blogger to guide Sina Financial News on February 22nd news, the rapid growth of the business is regarded as the Securities Institute of "Nuggets" of the blue sea, known as the Zhang Yidong strategist institutions most valued are also made the work of "transformation", is no longer responsible for Societe Generale Securities strategy team, Societe Generale Securities research institutions instead responsible for service in the. Wang Delun, former Guotai Junan strategy analyst, succeeds Zhang Yidong as chief strategist of Societe Generale securities. Sina finance has learned that Zhang Yidong will continue to be the deputy director of Societe Generale Securities Research Institute, but is responsible for the institutional business of Societe Generale Securities Research institute. "I will work with the Department of brother and institutional clients to promote the cooperation of research services and related institutions, including public offerings, private placements, insurance, QFII, etc.." Zhang Yidong said that in the future will strengthen asset allocation and overseas market research in time and energy, and continue to do their best to support the Institute’s total research and Hong Kong stock research business. For his successor, Societe Generale Securities Research Institute of strategic research team leader Wang Delun, Zhang Yidong evaluation is quite high, "I’m optimistic about his ability, character and potential, I believe he will do a very good job."." And said that the frontline seller strategy work will let the youth of the industry strategy team to rush, and took the "A strategy" in the seller’s research field to work out "Societe Generale strategy" banner. Public information shows, Zhang Yidong has two consecutive years, accumulated three times to obtain the first strategy research, set a "new wealth best strategy analyst" record. Zhang Yidong, 16 years old, was admitted to the Department of international finance at Fudan University. He was the first liberal arts scholar in Anhui province. Its strategy report style is famous for its rich literature, history and military feelings. Zhang Yidong released the "February rising probability in February 1st, spring rebound is only breathing period" Research Report, then forecasts, February is expected to enter the back stage, performance index of restorative rebound, but relatively limited space and time, and the rebound in the process of transition more twists and turns. But in the medium term, reiterated its "Shen Xing 2016, lay the annihilation" point of view, only the spring bounce stage the market risk of the release after a break period, from the next 3-6 months point of view, still need to beware of the risk premium upward trend. "Investors need to A stock market at low levels, Quweicunzhen, dissolve the foam, lay a solid foundation for a more rational and understanding, the rest is in order to better travel." It is reported that the successor Wang Delun before Guotai Junan strategic analyst, Qiao Yongyuan team members. Interestingly, in 2015, "the thirteenth new wealth best analyst" selection, Guotai Junan Joe forever team gains the best strategy of new wealth research team first, and Societe Generale Securities Zhang Yidong team only ranked fourth. The latest Societe Generale Securities Strategy Research Report "rebound into harvest period" signature has been "Societe Generale Securities Wang Delun team", and forecast, "relaxed expectations warming, peripheral worries eased, policy environment is moderate, rebound time window continuation theory."

兴业证券策略团队换帅 张忆东转而负责机构业务 新浪财经Level2:A股极速看盘 新浪财经App:直播上线 博主一对一指导   新浪财经讯 2月22日消息,快速增长的机构业务被看作券商研究所“掘金”的蓝海,被称为机构最看重的策略分析师张忆东亦作出工作“转型”,不再负责兴业证券的策略研究团队,转而负责兴业证券研究所的机构服务工作。前国泰君安策略分析师王德伦接替张忆东,担任兴业证券首席策略分析师。   新浪财经获悉,张忆东仍将继续担任兴业证券研究所的副所长,但专职负责兴业证券研究所的机构业务。   “我将和兄弟部门机构客户部一起推进包括公募、私募、保险、QFII等等研究服务和相关机构业务合作。”张忆东表示,未来还会在时间和精力上加强大类资产配置和海外市场研究,并继续尽力支持研究所的总量研究和港股研究业务。   对于自己的接替者、兴业证券研究所的策略研究团队新负责人王德伦,张忆东评价颇高,“我看好他的能力、人品和潜力,相信他一定会干的非常出色。”并表示,一线卖方策略工作将放手让兴业策略团队的年轻人冲,接过其在A股策略卖方研究领域打拼出来的“兴业策略‘’旗帜。   公开信息显示,张忆东曾连续两年、累计三次获得策略研究第一名,创下了“新财富最佳策略分析师”的纪录。张忆东16岁考上复旦大学国际金融系,是当年安徽省的文科状元。其策略报告风格,以富有文史和军事情怀著称。   张忆东在2月1日发布《2月上涨概率大,春季反弹仅为喘息期》研究报告,彼时预测,2月份有望进入反击阶段,表现为指数修复性的反弹,但空间和时间相对有限,且反弹过程攻防转换的波折较多。   但中期而言,其重申“慎行2016,打好歼灭战”的观点,春季反弹只是市场阶段性风险释放过后的一段喘息期,从未来3-6个月的维度来看,仍需要提防风险溢价上升的趋势。“投资者需要对于A股行情在低位徘徊、去伪存真、化解泡沫、夯实基础,多一份理性和理解,休整是为了更好地远行。”   据悉,接替者王德伦此前为国泰君安策略分析师,为乔永远团队成员。有趣的是,在2015年“第十三届新财富最佳分析师”评选中,国泰君安乔永远团队斩获了新财富最佳策略研究团队第一名,而兴业证券张忆东团队仅位列第四。   最新一份兴业证券策略研究报告《反弹进入收获期》的署名已为“兴业证券王德伦团队”,且预测,“宽松预期升温,外围担忧缓解,政策环境温和,反弹的时间窗口延续。”   具体而言,王德伦团队判断,市场对于信贷乃至货币宽松的预期进一步升温,判断2月信贷仍可能在一定程度上延续1月的强劲增长势头,但规模将会有所收敛;人民币汇率短期内企稳,美元指数阶段性回落,同时,海外股票市场都有所企稳,有助于恢复对风险资产的信心,海外调整对A股的映射影响亦有所缓解;两会之前政策环境相对温和,高层对经济的表态进一步增强市场对基本面以及后续政策腾挪空间的信心,监管层的人事变动也往往对市场情绪变化有所催化,短期内营造了较好的基础。   就操作策略而言,王德伦团队建议,本轮反弹的时间和空间都相对有限,因此,操作策略立足“斯诺克打法”进行防守反击,在结构上考虑切换布局未被充分重视而又产生了积极变化的板块,在节奏上利用好收获期的温和环境灵活控制仓位。(新浪财经 吴海燕 发自北京) 进入【新浪财经股吧】讨论相关的主题文章: