#《交易笔记挑战赛》第4期# 【亚洲即将向价值股票轮动 策略师建议做好准备】美港电讯20日讯，亚洲很大程度上错过了最近几个月全球向价值股票的轮动。但是一些市场观察人士称，随着对廉价但风险更大股票的乐观情绪增强，这种情况可能很快就会改变。有迹象表明，该地区的一些投资者正在将他们的偏好转向那些更多依赖经济增长而估值偏低的股票，这要归功于宏数据的改善和债券收益率上升。联博的投资策略师David Wong表示，现在是准备亚洲价值可能回归的时候。他还称，投资者应该“战术性”增持亚洲的价值股票，也许是小盘股，作为对美国股票核心配置的补充。#1221交易员大会，你想见谁？#
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