近期,A股市场较为震荡,多位明星基金经理公开发声,吐露接下来将采取的打法。从整体来看,公司基本面和业绩成为大家关注的核心因素,估值的合理性也颇受重视。 机构的调研足迹一定程度上反映了其下阶段重点布局方向。据统计,电子、医药生物和计算机行业已连续三个月成为获基金公司调研数量排名前三的行业,从个股来看,获调研次数排名前三的个股分别为长春高新、迈瑞医疗、中科创达。 电子、医药生物、计算机行业热度颇高 ...
Source Link上海证券报2021-06-06
近期,A股市场较为震荡,多位明星基金经理公开发声,吐露接下来将采取的打法。从整体来看,公司基本面和业绩成为大家关注的核心因素,估值的合理性也颇受重视。 机构的调研足迹一定程度上反映了其下阶段重点布局方向。据统计,电子、医药生物和计算机行业已连续三个月成为获基金公司调研数量排名前三的行业,从个股来看,获调研次数排名前三的个股分别为长春高新、迈瑞医疗、中科创达。 电子、医药生物、计算机行业热度颇高 ...
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