公募把脉“HALO”投资 逾七成机构预判行情将震荡分化

证券日报
Mar 16

炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!   本报记者 昌校宇   3月份以来,A股市场呈现出鲜明的结构性行情。受全球实物资产重估及国内产业“反内卷”政策推动,以油气、贵金属、化工等为代表的“HALO”(重资产、低淘汰)板块持续走强。   公募排排网最新发布的问卷调查结果显示,63.16%的公募机构认为当前“HALO”板块热度合理,仍处于理性布局阶段;31.58%的...

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