周期、科技还香不香?下半年押注哪些板块?

中国证券报2021-06-22

又到了各大券商中期策略密集出炉的时间。还有7个交易日,2021年上半年将收官,基金经理们也开始了下半年的投资布局。 整体而言,基金机构认为,下半年A股可能维持区间震荡态势,仍对权益市场的长期结构性的投资机会前景乐观,看好景气度较好的行业,如新能源汽车、电子等板块。 对于上半年表现最好的周期板块,基金经理之间出现分歧,有基金机构认为,接下来周期股整体性价比有所下降,建议逐步降低周期配置比例。但也有...

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Comments

  • Ryan Lau
    2021-06-22
    Ryan Lau
    科技是第一生產力, 當然還是科技
  • NiuBili
    2021-06-22
    NiuBili
    tech
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