论文部分内容阅读
对经济继续调整的担忧,显著影响着基金经理们对未来的投资策略,他们着眼点依旧落在淘金局部行情。不过,与普通投资者不同的是,他们并未过多参与目前炙手可热的主题投资,而是秉承一贯的深挖优质成长股的策略。部分基金公司日前公布旗下基金二季报。在部分基金经理眼里,以主题投资为特色的局部行情或贯穿整个三季度。而在中国经济内生性结构调整尚未结束之前,这种以局部行情为主要特征的市场表现,仍将成为A股市场在下半年乃至更长时间的主要运行方式。华宝兴业多策略基金就表示,三季度市场依然维持震荡行情的概率较大,市场机会依然存在,国企改革、节能
Concerns about continued economic readjustment have a significant impact on the investment strategies of fund managers in the future, and their focus remains on the gold rush local market. However, unlike ordinary investors, they are not over-involved in the current hot topic investment but in their usual strategy of digging out high-quality growth stocks. Some fund companies recently announced its second quarterly fund. In the eyes of some fund managers, the theme of the theme of investment in the local market or throughout the third quarter. However, before the endogenous economic restructuring in China is completed, this market performance with the local market as the main feature will still be the main mode of operation of the A-share market in the second half of the year or even longer. Fortune SGAM multi-strategic funds, said the third quarter, the market still maintain a higher probability of volatile market opportunities still exist, the reform of state-owned enterprises, energy saving