近期,A股市场呈现出明显的分化格局,以科技股为主的“双创”指数走势疲软,传统消费板块逆市上涨。消费板块的强势表现引发市场对年底风格切换的广泛关注。大消费如期上攻,风格切换来了吗?此轮行情是短暂“高低切换”还是逻辑反转?是否具有持续性?为此,中国基金报记者采访了:嘉实基金大消费研究总监吴越、国泰消费优选基金经理李海、永赢基金权益投资部基金经理蒋卫华、方正富邦基金首席投资官汤戈、中银内核驱动/中银港股...
Source Link近期,A股市场呈现出明显的分化格局,以科技股为主的“双创”指数走势疲软,传统消费板块逆市上涨。消费板块的强势表现引发市场对年底风格切换的广泛关注。大消费如期上攻,风格切换来了吗?此轮行情是短暂“高低切换”还是逻辑反转?是否具有持续性?为此,中国基金报记者采访了:嘉实基金大消费研究总监吴越、国泰消费优选基金经理李海、永赢基金权益投资部基金经理蒋卫华、方正富邦基金首席投资官汤戈、中银内核驱动/中银港股...
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