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基金07年年报全部公布完毕,对于08年市场将以震荡为主基本达成共识。投资机会将是局部的和阶段性的。在08年的投资选择上,基金集中看好受益于通货膨胀的消费和资源稀缺领域,受益于高油价的新能源,政府换届后财政投资项目,电信行业重组和3G牌照发放,节能减排等投资主题。
Fund Annual Report 07 all published is completed, the market for 2008 will be the main shock to reach a consensus. Investment opportunities will be partial and phased. In 2008, the fund focused on the areas of consumption and scarce resources benefiting from inflation, the new energy sources benefiting from high oil prices, the financial investment projects after the government re-election, the reorganization of the telecom industry and the issuance of 3G licenses and energy-saving and emission reduction investments. theme.