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减持贵州茅台、重仓隆基股份……顶流基金经理二季度持仓出炉这份作业要不要抄？_天天基金网

　　对于下半年的投资方向，李晓星表示，下半年依然会聚焦在消费和科技两大行业中景气度上行的子板块，消费看好长期受益消费升级的可选消费和大众持续提升健康需求的医疗保健板块，科技里面看好渗透率快速提升的电动车、低碳清洁能源的光伏风电以及同时受益于智能化硬件和国产化率提升的半导体行业。　　李晓星认为，2021年下半年整体经济增长降速，要选择业绩增速受影响较小的行业，同时匹配合适的估值。具体来讲，强周期股一定程度受损，因此会规避钢铁、煤炭、有色等行业。轻周期股以银行为代表，受基数影响，二三季度业绩增速较快。银行的净息差平稳上行，资产质量持续夯实，银行是价值股中较好的行业。保险行业可能要等待至4季度，观察明年的预售情况。券商行业自身经营波动性大，但ROE(净资产收益率)偏低，因此�

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二季度公募基金持仓大公开：基金经理爱制造易方达白酒信仰崩塌

二季度公募基金持仓大公开：基金经理爱制造易方达白酒信仰崩塌
sina.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from sina.com.cn Daily Mail and Mail on Sunday newspapers.

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【市场观潮】二季度公募基金持仓大公开：基金经理爱制造，易方达白酒信仰崩塌

【市场观潮】二季度公募基金持仓大公开：基金经理爱制造，易方达白酒信仰崩塌
jrj.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from jrj.com.cn Daily Mail and Mail on Sunday newspapers.

曲阜三家企业跻身济宁市电子信息制造业前五强_孔孟之乡

曲阜三家企业跻身济宁市电子信息制造业前五强_孔孟之乡
kmzx.org - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from kmzx.org Daily Mail and Mail on Sunday newspapers.

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Манифест врачей, засуха в городе и ковид у Боярского: Петербург 14 июля

Манифест врачей, засуха в городе и ковид у Боярского: Петербург 14 июля
dp.ru - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from dp.ru Daily Mail and Mail on Sunday newspapers.

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