国泰海通|基金评价:8月基金投资策略:A股稳步上涨,相对偏向成长配置风格

国泰海通证券研究
Aug 05

报告导读:国内经济二季度继续保持较强韧性,叠加近期中央持续强化“反内卷”政策导向,A股在7月延续近3个月的反弹势头,稳步上涨。我们建议后续基金配置在整体维持均衡风格的前提下,适度偏向成长,并且关注基金经理的选股和风控能力。基金投资策略股混基金:7月份,制造业PMI为49.3%,比上月下降0.4个百分点,7月制造业PMI的表现与过去三年同期均值大体相当,降幅基本符合季节性。往后看,客观上过去多年,...

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