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重仓股 大换血 二季报显露基金大咖 新宠 -股票-金融界

　　 　　李晓星在二季报中表示，上半年抓住了消费、医药和科技板块优质公司的投资机会，特别是在2-3月份在市场担心流动性和风格切换的时候大胆加仓。对于下半年，李晓星对于指数的看法是总体平稳，结构性行情显著。他表示，流动性的合理充裕对于估值仍有支撑，整体市场情绪稳定，所以整体市场的走势将平稳，业绩可以持续维持增长的行业和公司有望迎来比较好的投资机会，结构性行情显著。 　　丘栋荣认为，市场核心矛盾仍是结构性高估和低估并存，指数调整成分后进一步拉大分化。接下来将重点关注两大投资机会：一是偏成长的行业或公司，分布在电子、军工、机械、新材料、科创次新股等板块或行业中，主要是低估值小盘成长股，这类公司有长期持续的高成长性，估值相对合理且有机会挖掘出超预期股票；二是广义制造业中�

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重仓股 大换血 二季报显露基金大咖 新宠 _基金_金融频道首页_财经网 - CAIJING COM CN

重仓股 大换血 二季报显露基金大咖 新宠 _基金_金融频道首页_财经网 - CAIJING COM CN
caijing.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from caijing.com.cn Daily Mail and Mail on Sunday newspapers.

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华泰紫金中证细分食品饮料发起开售，毛甜1只任职产品长跑乏力

华泰紫金中证细分食品饮料发起开售，毛甜1只任职产品长跑乏力
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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华泰紫金中证细分食品饮料发起开售 毛甜1只任职产品长跑乏力

华泰紫金中证细分食品饮料发起开售 毛甜1只任职产品长跑乏力
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.

Hong kongShaw nanFray junTsai huang tigerTony kangGuo xiaolinBaiyao wuliangyeNational new bauhiniaOther bankBo the fund issueOffice china thailandFund issueTechnology innovation harvest scienceTechnology weilInvestment divisionDivision genesis

【袁志峰專欄】市場信心轉弱，港股易跌難升 | Anue鉅亨

【袁志峰專欄】市場信心轉弱，港股易跌難升 | Anue鉅亨
cnyes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnyes.com Daily Mail and Mail on Sunday newspapers.

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