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下半年A股怎么走？六位绩优基金经理集体解盘！_天天基金网

　　我们并不认为市场担心的通胀风险是主要风险点，核心原因是我们的CPI很低，特别是猪价的持续走低。CPI跟居民的生活成本相关，这个会导致货币政策的收紧，而PPI只是影响上游和中游的利润分配问题，不会特别影响到货币政策。只有当CPI升高时，我们才会开始担心流动性的变化。　　　　从流动性来看，下半年货币政策正常化，流动性有一定压力。但从结构上看业绩增长和估值水平的分化程度依然很高，其中不乏一些具有投资性价比的投资机会。下半年料以结构性行情为主，风险也是结构性的。　　　　　　　　郭相博：就医药投资而言，下半年风险方面依然要关注两点：一是防止踩雷。医药行业经过3年大牛市，前几年估值扩张带来的股价提升较大，整体高估值下，对于投资准确率的要求极高，犯错即是大错。减少踩雷犯错的�

United statesSouth koreaWhite horseInvestment division the fundEagle the fundInnovation service to usChina the fundInvestment divisionWang germany the fund researchPan science serviceClean energyInnovation the fundLee king cis great wallNew economyFund research directorGuo market

下半年A股怎么走？六位绩优基金经理集体解盘！ _ 东方财富网

下半年A股怎么走？六位绩优基金经理集体解盘！ _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

United statesSouth koreaWhite horseInvestment division the fundEagle the fundInnovation service to usChina the fundInvestment divisionWang germany the fund researchPan science serviceClean energyInnovation the fundLee king cis great wallNew economyFund research directorGuo market

下半年A股怎么走？银华、景顺长城、泓德等公司六位绩优基金经理集体接盘

下半年A股怎么走？银华、景顺长城、泓德等公司六位绩优基金经理集体接盘
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.

United statesSouth koreaWhite horseInvestment division the fundInnovation service to usEagle the fundGu serviceChina the fundInvestment divisionWang germany the fund researchPan science serviceClean energyInnovation the fundLee king cis great wallNew economyFund research director

下半年A股怎么走？银华、景顺长城、泓德、天弘、前海开源、金鹰等公司六位绩优基金经理集体解盘！ _ 证券时报网

下半年A股怎么走？银华、景顺长城、泓德、天弘、前海开源、金鹰等公司六位绩优基金经理集体解盘！ _ 证券时报网
stcn.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from stcn.com Daily Mail and Mail on Sunday newspapers.