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下半年A股炒什么？这个板块被机构一致看好！_股市直播_市场_中金在线

　　钢铁、采掘和交通运输等三行业预喜公司占行业内成份股比例居前。　　前海开源基金首席经济学家杨德龙认为，钢铁行业上半年业绩预计比较好，主要受益于经济的复苏，因为去年受疫情影响基数相对较低，随着经济的复苏，钢铁的需求量也逐渐上升，所以钢铁行业的业绩比较好。　　“在经济逐步复苏的背景下，采掘行业的细分领域煤炭板块业绩有望实现边际大幅改善。”川财证券首席经济学家、研究所所长陈雳表示，“煤炭行业今年以来业绩增长的最核心原因，还是在于煤炭价格的不断抬升。今年以来，全球大宗商品迎来新一轮通胀周期，而煤炭是最典型的代表产品之一，叠加环保、进出口等因素影响，煤价上涨明显，尤其是冶金焦的价格。下半年将迎来取暖旺季，环保政策的变动也将随时产生直接影响，整体来看，煤炭板块的2021

United statesYang delongXu chiEconomist instituteChina the fundManufacturing medical serviceFund pointDaily newsTransport transportationDaily news marketEconomist yang delongEconomist institute director chanEconomy startRun divisionChina economyAdvanced manufacturing medical service

灵魂拷问！下半年A股怎么走？十大知名私募最新研判来了 _ 证券时报网

A股即将迎来上半年收官战。经历上半年股市的跌宕起伏之后，下半年股市投资机会是怎样？基金君采访了多家实力私募最新观点，仅供参考。

United statesChen yuWhite horseTechnologya marketFund junCenter on united statesChina the fundManufacturing medical serviceMarket united statesUnited states economyEastern marathonState marketGuo privateChina economyDaily newsNew economy

灵魂拷问！下半年A股怎么走？十大知名私募最新研判来了 _ 东方财富网

【灵魂拷问！下半年A股怎么走？十大知名私募最新研判来了】A股即将迎来上半年收官战。经历上半年股市的跌宕起伏之后，下半年股市投资机会是怎样？基金君采访了多家实力私募最新观点，仅供参考。（中国基金报）

United statesChen yuWhite horseTechnologya marketFund junCenter on united statesChina the fundManufacturing medical serviceMarket united statesUnited states economyEastern marathonState marketGuo privateChina economyDaily newsNew economy

灵魂拷问！下半年A股怎么走？十大知名私募最新研判来了_市场

对于A股下半年表现，私募坦言，由于全球流动性或将迎来拐点，叠加国内经济增速下行，A股会面临较大的压力，需要寻找结构性机会。短期而言，投资者对全球流动性收紧的担忧主导了市场情绪并拉低了风险偏好；但长期看，…

United statesChen yuWhite horseTechnologya marketFund junCenter on united statesChina the fundManufacturing medical serviceMarket united statesUnited states economyEastern marathonState marketGuo privateChina economyDaily newsNew economy

下半年A股炒什么？这个板块被机构一致看好！ _ 东方财富网

下半年A股炒什么？这个板块被机构一致看好！ _ 东方财富网
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United statesYang delongXu chiEconomist instituteChina the fundManufacturing medical serviceFund pointDaily newsTransport transportationDaily news marketEconomist yang delongEconomist institute director chanEconomy startRun divisionChina economyAdvanced manufacturing medical service

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