努同学2024-07-08 23:10:21
努同学如何看出TOP-DOWN?
回答（1）
Simon2024-07-12 10:24:41
Simon同学，上午好。
One of the reports noted, “During the last recession, we rotated into deep-value companies likely to deliver superior returns as a risk-on environment returned.”
关键信息是“we rotated into deep-value companies ”所以是sector rotate策略（top down），只是现在轮动到了deep value
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