在富国基金基金经理刘兴旺看来趋势一旦形成短期内难以逆转但是指数波动会放大风格上延续流动性驱动主逻辑成长风格仍然在趋势中。

智通财经
Sep 10
在富国基金基金经理刘兴旺看来趋势一旦形成短期内难以逆转但是指数波动会放大风格上延续流动性驱动主逻辑成长风格仍然在趋势中。华宝基金权益投资副总监夏林锋表示A股市场已经明确出现政策转向和业绩企稳需求端稳住楼市股市供给端整治内卷式竞争产业端AI引领新的创新周期、新消费成为新载体、新能源正在走出内卷。对此建议采取“深挖Alpha、等待Beta”的投资策略。富国基金基金经理易智泉称中国资产正在面临新的价值重估。“在高端制造业不少中国公司与海外对标公司市值相差一个数量级以上增长空间巨大。”易智泉表示伴随美国降息预期升温外资从超配美国转向回补欧、日、中等市场。叠加超额储蓄进入理财、保险、基金领域A股和港股市场有望迎来更多增量资金。(新华财经)。

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