美国银行在其12月份的欧洲基金经理调查中表示，医疗健康是欧洲基金经理最大的超配板块。

　　不过，金融板块仍然是基金经理青睐的超级板块，尽管权重已较6月份高点下滑。不到四分之一的受访者预计，金融板块将在未来12个月成为表现最好的板块。零售、食品和饮料以及媒体板块仍然是最大的低配板块，而欧洲基金经理认为科技和工业品是估值最高的板块。

　　德国是欧洲大陆最受青睐的股票市场，而基金经理表示，在未来一年，他们对法国的低配程度将超过其他任何国家。

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