A股基金投资:主题投资年,择时有市场2014年,预计A股上市公司盈利增长稳定但是有限,同时市场利率居高不下、流动性供应并不乐观,A股市场虽有估值优势,但难现显著的系统性机会。落实改革将是政策的着力点,改革蕴含的增长潜力,将使得相关主题投资机会活跃于全年,继续为市场输入结构性机会,2014年将是主题投资年。不过,改革红利释放更多将是缓慢而长期的过程,在潜在受 A-share fund investment: thematic investment year, the timing of a market In 2014, A-share listed companies are expected to have stable but limited profit growth while the market interest rate is high, the liquidity supply is not optimistic. Although there are valuation advantages in the A-share market, But difficult to see significant systematic opportunities. The implementation of the reform will be the focus of the policy. The growth potential contained in the reform will make the related-topic investment opportunities active throughout the year and continue to input structural opportunities for the market. The year 2014 will be the thematic investment year. However, the release of more dividend reform will be slow and long-term process, potentially affected