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沪指失守3400点恒生科技指数创最大跌幅北上资金两日流出170亿后市机会几何？ - 经济观察网－专业财经新闻网站

沪指失守3400点恒生科技指数创最大跌幅北上资金两日流出170亿后市机会几何？ - 经济观察网－专业财经新闻网站
eeo.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eeo.com.cn Daily Mail and Mail on Sunday newspapers.

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新能源主题基金大热，掘金万亿黄金赛道

新能源主题基金大热，掘金万亿黄金赛道
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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公募把脉下半年行情：市场将重回成长主线

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公募把脉下半年行情：市场将重回成长主线

　　流动性影响趋于积极　　“A股市场历经前期震荡后，近期再度出现走强迹象。”景顺长城基金指出，当前A股的机会和风险可能都较为有限。整体上看，A股估值不算特别便宜，但流动性收紧的阶段基本已经过去。下半年，伴随着经济增速回归常态，预计宏观流动性对于市场的影响可能比上半年偏积极。　　金鹰基金权益投资部副总经理韩广哲认为，预期下半年市场仍将以结构性行情为主，业绩增速较快、行业景气度较好的上市公司可能会更受到关注。需关注全球疫情情况、主要经济体复苏与货币政策变化、通胀水平等因素。　　景顺长城副总经理刘彦春则表示，经过此前的阶段性调整后，从估值角度看，市场信用收缩最快的阶段已过去，实体经济相关板块的估值收缩也将接近尾声。但是，下半年资金环境存在变数，市场仍然存在大幅震�

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公募下半年策略出炉！市场将重回成长主线

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