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各种"茅"股还能配置吗？ 券商策略会观点在"打架"-股票频道-和讯网

2021年上半年即将过去，多家券商年中策略会正紧锣密鼓进行。围绕下半年A股走势、投资风格和资产配置，各家研究所之间悄然展开了一场不见面的“唇枪舌剑”。
今年3月上旬至今，不少白马股市值出现大幅回调，甚至创下一个阶段来的新低，使得不少重仓的“顶流基金经理”在上半年排名中“神话破灭”。为此，围绕这些“茅”股，在年中券商策略会上也出现了观点“打架”。有券商首席策略分析师认为，简单的“龙头躺赢”策略失效，配置上应该将成长性放在首位；有的券商首席策略分析师则表示，龙头公司长牛特征将越来越明显，春节以来的回调只是性价比的自我修正，仍然值得配置。
“茅”股还值得拥抱？
A股投资者对去年11月以来各个行业的龙头公司市值大涨记忆犹新，并亲切称之“行业+茅”。
6月22日，安信证券首席� ....

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"会议纪要门"冲击股价 谁动了妙可蓝多的奶酪？-股票频道-和讯网

"会议纪要门"冲击股价谁动了妙可蓝多的奶酪？-股票频道-和讯网
hexun.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from hexun.com Daily Mail and Mail on Sunday newspapers.

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日本2021防卫白皮书首提台海稳定

日本2021防卫白皮书首提台海稳定
rfa.org - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from rfa.org Daily Mail and Mail on Sunday newspapers.

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焦点：「ハイチ社会は地獄に落ちた」、誘拐激増でおびえる市民

焦点：「ハイチ社会は地獄に落ちた」、誘拐激増でおびえる市民
reuters.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from reuters.com Daily Mail and Mail on Sunday newspapers.

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双桥_新闻_和合承德网

双桥_新闻_和合承德网
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