2025年7月24日

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<h1>2025年7月24日</h1>

<div><span><div style="font-size: 14px; margin: 0; padding: 0; width: 100%;"><pre style="line-height: 160%; box-sizing: content-box; border: 0; border-radius: 0; margin: 2px 0 8px; background-color: #f5f7f8;"><code style="display: block; overflow-x: auto; background: #1e1e1e; line-height: 160%; box-sizing: content-box; border: 0; border-radius: 0; letter-spacing: -.3px; padding: 18px; color: #f4f4f4; white-space: pre-wrap;">中国A股市场资产配置
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<p style="line-height: 160%; box-sizing: content-box; margin: 10px 0; color: #333;">A股市场目前并没有合适的债券可以配置，所以无法用股票+债券做配置。经过考虑，我计划做下列的配置：</p>
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<li style="line-height: 160%; box-sizing: content-box;">50%配置在A股市值型股票+高股息（红利）ETF股票。这部分就是追随景气循环布建，不适合做网格。</li>
<li style="line-height: 160%; box-sizing: content-box;">另外的50%配置在：①现金，②网格交易，③国外ETF股票。</li>
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</div><center style="display:none !important;visibility:collapse !important;height:0 !important;white-space:nowrap;width:100%;overflow:hidden">%20%20%20%20%E4%B8%AD%E5%9B%BDA%E8%82%A1%E5%B8%82%E5%9C%BA%E8%B5%84%E4%BA%A7%E9%85%8D%E7%BD%AE%0A%0AA%E8%82%A1%E5%B8%82%E5%9C%BA%E7%9B%AE%E5%89%8D%E5%B9%B6%E6%B2%A1%E6%9C%89%E5%90%88%E9%80%82%E7%9A%84%E5%80%BA%E5%88%B8%E5%8F%AF%E4%BB%A5%E9%85%8D%E7%BD%AE%EF%BC%8C%E6%89%80%E4%BB%A5%E6%97%A0%E6%B3%95%E7%94%A8%E8%82%A1%E7%A5%A8%2B%E5%80%BA%E5%88%B8%E5%81%9A%E9%85%8D%E7%BD%AE%E3%80%82%E7%BB%8F%E8%BF%87%E8%80%83%E8%99%91%EF%BC%8C%E6%88%91%E8%AE%A1%E5%88%92%E5%81%9A%E4%B8%8B%E5%88%97%E7%9A%84%E9%85%8D%E7%BD%AE%EF%BC%9A%0A%0A1.%2050%25%E9%85%8D%E7%BD%AE%E5%9C%A8A%E8%82%A1%E5%B8%82%E5%80%BC%E5%9E%8B%E8%82%A1%E7%A5%A8%2B%E9%AB%98%E8%82%A1%E6%81%AF%EF%BC%88%E7%BA%A2%E5%88%A9%EF%BC%89ETF%E8%82%A1%E7%A5%A8%E3%80%82%E8%BF%99%E9%83%A8%E5%88%86%E5%B0%B1%E6%98%AF%E8%BF%BD%E9%9A%8F%E6%99%AF%E6%B0%94%E5%BE%AA%E7%8E%AF%E5%B8%83%E5%BB%BA%EF%BC%8C%E4%B8%8D%E9%80%82%E5%90%88%E5%81%9A%E7%BD%91%E6%A0%BC%E3%80%82%0A2.%20%E5%8F%A6%E5%A4%96%E7%9A%8450%25%E9%85%8D%E7%BD%AE%E5%9C%A8%EF%BC%9A%E2%91%A0%E7%8E%B0%E9%87%91%EF%BC%8C%E2%91%A1%E7%BD%91%E6%A0%BC%E4%BA%A4%E6%98%93%EF%BC%8C%E2%91%A2%E5%9B%BD%E5%A4%96ETF%E8%82%A1%E7%A5%A8%E3%80%82</center></span>
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