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科大瞬间_文学城博客

科大瞬间_文学城博客
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摩根士丹利华鑫基金何晓春：看好A股三大赛道_证券要闻_财经_中金在线

　　何晓春分析认为，新能源产业受惠于工程师红利，具备全球竞争力。同时，在“碳达峰”、“碳中和”背景下，新能源汽车是未来比较确定的产业趋势，有望迎来更多产业催化。医药赛道容量大且增速快，医保支付能力提升将成为医药行业景气度的重要支撑，蕴含着丰富的投资机会。
　　消费方面，目前我国经济发展驱动力正从投资转移到消费，消费比重持续上升，看好受益于“消费升级”的品牌消费品赛道。
　　何晓春表示，在新产品重点赛道的布局上，港股通部分会成为重要补充。如医药领域，港交所允许未盈利生物医药企业上市，蕴含潜在机会；食品饮料行业也有较为稀缺的标的，包括餐饮产业链、乳制品龙头等。
　　不过，由于港股和美股关联较高，近期在港股通投资方面会相对谨慎，后市将会择机进行配置，以期抓� ....

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摩根士丹利华鑫基金何晓春：看好A股新能源车、医药和品牌消费三大赛道 _ 东方财富网

摩根士丹利华鑫基金何晓春：看好A股新能源车、医药和品牌消费三大赛道 _ 东方财富网
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大摩优享六个月持有期混合发行：何晓春管理近3年年化收益率为34.26%风控能力中等_基金动态_基金_中金在线

大摩优享六个月持有期混合发行：何晓春管理近3年年化收益率为34.26%风控能力中等_基金动态_基金_中金在线
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华宝基金推出新基蒋俊阳在手产品任职时间未满一年现2只业绩告负

华宝基金推出新基蒋俊阳在手产品任职时间未满一年现2只业绩告负
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