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8家机构基金投顾成绩单：收益普遍跑输同类基金，中欧激进型突出、南方收益领先、盈米性价比较高_中华网

8家机构基金投顾成绩单：收益普遍跑输同类基金，中欧激进型突出、南方收益领先、盈米性价比较高_中华网
china.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from china.com Daily Mail and Mail on Sunday newspapers.

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300亿量化私募巨头"紧急封盘"：今日起 所有产品暂不接受申购！ _ 东方财富网

300亿量化私募巨头"紧急封盘"：今日起所有产品暂不接受申购！ _ 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.

Exchange Federation Member , Research Department , Fund Jun , China The Fund , Yi Division , Fund Management , China Market , Kai Forest , Exchange Federation Member General Assembly , Annual Meeting , Circle The , Shanghaid Run ,

突发！300亿量化私募巨头"紧急封盘"：今日起，所有产品暂不接受申购！|a股

突发！300亿量化私募巨头"紧急封盘"：今日起，所有产品暂不接受申购！|a股
163.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from 163.com Daily Mail and Mail on Sunday newspapers.

Exchange Federation Member , Research Department , Fund Jun , China The Fund , Yi Division , Fund Management , China Market , Kai Forest , Exchange Federation Member General Assembly , Annual Meeting , Circle The , Shanghaid Run ,

300亿量化私募巨头"紧急封盘"：今日起，所有产品暂不接受申购！_市场动态_资本市场_财经网

300亿量化私募巨头"紧急封盘"：今日起，所有产品暂不接受申购！_市场动态_资本市场_财经网
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.

Exchange Federation Member , Research Department , Fund Jun , Yi Division , Fund Management , Market Finance , China Market , Kai Forest , Exchange Federation Member General Assembly , Annual Meeting , Circle The , Shanghaid Run ,

星石投资2021年中期策略：科技成长一枝独秀 后周期只会迟到不会缺席 _ 东方财富网

　　二季度以来，在流动性超预期宽松、叠加市场经济预期分歧的背景下，股票市场呈现出一定的“衰退交易”特征，高估值、高景气的科技成长板块再度受到资金追捧。尤其是进入6月份，维稳窗口期市场风险偏好大幅提振，科技成长一枝独秀，与消费周期的估值分化演绎到极致。
　　但越是市场风向高度一致的时候，我们越需要冷静思考，当前的市场表现与基本面趋势是否匹配？当前的主流方向是否仍具备投资性价比？基于宏观环境和估值性价比维度考虑，我们认为后周期资产仍具有相对优势。
　　
首先，我们认为当前市场过度聚焦于需求端，而忽视了本轮供给端强力出清，带来通胀持续性超预期的可能性。从供给端来看，全球供给可能在较长时间内趋于紧张。中短期的供给约束在于欧美劳动力供给不足、原材料供给国(发展中国 ....

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