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缅怀：中国第一股民"杨百万"去世！端午假期影响A股十大消息，券商最新研判：A股年内有望创新高-股票-金融界

　　从风险的角度来看，我们认为6月的风险点在于美国QE规模的缩减（Taper）带来的紧缩效应。如果美国开始Taper，这将导致人民币汇率阶段性贬值，中国国债利率也有上行的压力，与我们推演的方向相反。市场就会呈现出一定的波动。
　　从行业比较的层面来看，第一，大宗商品价格下跌有助于中游制造环节成本下降，这是相对确定的方向。我们建议投资者把握。我们看好光伏及新能源汽车、通用和专用机械设备、通信设备等中游制造行业。第二，计算机等成长板块如期占优，这也具有相当的持续性。第三，我们需要把握当前市场反弹的窗口，同时采用低估值行业来应对可能的波动，因此我们在6月金融板块中选择保险行业。
　　6、方正策略：利率、汇率背离下的股票市场如何演绎？
　　以非食品CPI来衡量通胀，通常情况下利率� ....

United States , Hong Kong , South Korea , Jiangsu Zhenjiang , White Horse , Ita Division , Chemical Bank , View The Fund Jun , Guangzhou Baiyun International Airport Market , Division Genesis , B Shanghai Composite Index , Group Market , Innovation Union , Technology Manufacturing , Yang Health , Shanghai Stock Exchange , Banka Bank , Division Market , Institute Dean Sun Hyperion , Shenzhen Stock Exchange , Bank Money , Technology Market , Bank Inter , Bank Money Market , China Eastern Airlines Genesis Market , Dragon Boat Festival ,

周二A股又要开市！端午假期影响A股消息大盘点，券商最新研判

　　从风险的角度来看，我们认为6月的风险点在于美国QE规模的缩减（Taper）带来的紧缩效应。如果美国开始Taper，这将导致人民币汇率阶段性贬值，中国国债利率也有上行的压力，与我们推演的方向相反。市场就会呈现出一定的波动。
　　从行业比较的层面来看，第一，大宗商品价格下跌有助于中游制造环节成本下降，这是相对确定的方向。我们建议投资者把握。我们看好光伏及新能源汽车、通用和专用机械设备、通信设备等中游制造行业。第二，计算机等成长板块如期占优，这也具有相当的持续性。第三，我们需要把握当前市场反弹的窗口，同时采用低估值行业来应对可能的波动，因此我们在6月金融板块中选择保险行业。
　　6、方正策略：利率、汇率背离下的股票市场如何演绎？
　　以非食品CPI来衡量通胀，通常情况下利率� ....

United States , Hong Kong , South Korea , Jiangsu Zhenjiang , White Horse , Ita Division , Chemical Bank , View The Fund Jun , Guangzhou Baiyun International Airport Market , Division Genesis , B Shanghai Composite Index , Group Market , Innovation Union , Technology Manufacturing , Yang Health , Shanghai Stock Exchange , Banka Bank , Division Market , Institute Dean Sun Hyperion , Shenzhen Stock Exchange , Bank Money , Technology Market , Bank Inter , Bank Money Market , China Eastern Airlines Genesis Market , Dragon Boat Festival ,

缅怀：中国第一股民"杨百万"去世！端午假期影响A股十大消息，券商最新研判：A股年内有望创新高 _ 证券时报网

缅怀：中国第一股民"杨百万"去世！端午假期影响A股十大消息，券商最新研判：A股年内有望创新高 _ 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.

United States , Hong Kong , South Korea , Xinjiang Gordon , Jiangsu Zhenjiang , White Horse , Ita Division , Chemical Bank , View The Fund Jun , Division Genesis , B Shanghai Composite Index , Innovation Union , Technology Manufacturing , Yang Health , Shanghai Stock Exchange , Banka Bank , Institute Dean Sun Hyperion , Shenzhen Stock Exchange , Bank Money , Bank Inter , Bank Money Market , Group Wuliangye , Dragon Boat Festival , New View , Fund Jun , Money Market ,

缅怀：中国第一股民"杨百万"去世！端午假期影响A股十大消息券商最新研判：A股年内有望创新高 _ 东方财富网

缅怀：中国第一股民"杨百万"去世！端午假期影响A股十大消息券商最新研判：A股年内有望创新高 _ 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 States , Hong Kong , South Korea , Xinjiang Gordon , Jiangsu Zhenjiang , White Horse , Ita Division , Chemical Bank , China The Fund , View The Fund Jun , Division Genesis , B Shanghai Composite Index , Innovation Union , Technology Manufacturing , Yang Health , Shanghai Stock Exchange , Banka Bank , Institute Dean Sun Hyperion , Shenzhen Stock Exchange , Bank Money , Bank Inter , Bank Money Market , Group Wuliangye , Dragon Boat Festival , New View , Fund Jun ,

"顶流"基金经理放大招，三大百亿基金同日宣布：大幅放宽限购！释放明显信号……--IT时代网

"顶流"基金经理放大招，三大百亿基金同日宣布：大幅放宽限购！释放明显信号……--IT时代网
ittime.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ittime.com.cn Daily Mail and Mail on Sunday newspapers.

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