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超500万人围观华夏基金中期投资策略会透露了哪些财富密码？ _ 东方财富网

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　　中国社科院教授、天风证券特邀经济学家刘煜辉在会上分享了他对中国资本市场“认知革命”的看法。他认为，认知的正确是投资成败至关重要的决定性因素。收缩基建收紧地产，强力推动新能源双碳两手抓，两手都要硬，要适应这就是新发展格局。A股的长牛一定是极其鲜衣怒马般的结构，紧紧抱住两个时代方向：首先是清洁能源，这是时代的风口，其次是安全，安全是全球产业链的战略制高点。未来A股中出大牛概率最高的两个赛道：基础材料，包括新能源、电子、半导体、光学和种业，主要生物基因；事关全球统治力的产业制高点，包括产业安全、能源安全、农业安全。
　　华夏基金副总经理郑煜也介绍了华夏基金2021中期权益投资策略。她预计，下半年宏观经济将修复上半年的不均衡，经� ....

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华夏基金钟帅：A股没有牛市和熊市，极致分化才是中长期走势_基金行业

华夏基金钟帅：A股没有牛市和熊市，极致分化才是中长期走势_基金行业
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Yang Kun , Foruma China The Fund , China The Fund , Lee China The Fund , Technology Innovation Medical Service , Lee China , Innovation New , China Economy , New Economy , Sohu View , யாங் குன் , சீனா தி நிதி , கண்டுபிடிப்பு புதியது , சீனா பொருளாதாரம் , புதியது பொருளாதாரம் ,

华西证券鲁剑雄：坚定信心助力成长型私募机构快速发展_金融资讯_行业_中金在线

华西证券鲁剑雄：坚定信心助力成长型私募机构快速发展_金融资讯_行业_中金在线
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