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市場(chǎng)震蕩上行可期

發(fā)布時(shí)間：2014-10-27 01:00:52 來(lái)源：北京晨報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　今年經(jīng)濟(jì)下滑最大的壓力來(lái)自于地產(chǎn)，伴隨著9月底地產(chǎn)政策的實(shí)質(zhì)性放松，預(yù)計(jì)未來(lái)地產(chǎn)銷(xiāo)量將開(kāi)始企穩(wěn)，這種背景下經(jīng)濟(jì)失速的風(fēng)險(xiǎn)已經(jīng)消除。

　　隨著利率的不斷下降、改革帶來(lái)的效益提升以及主要產(chǎn)業(yè)去產(chǎn)能的主要階段結(jié)束，未來(lái)市場(chǎng)震蕩上行可期。從滲透率的角度而言，低滲透率的新興成長(zhǎng)行業(yè)仍是未來(lái)主要的盈利來(lái)源，比如新能源汽車(chē)、機(jī)器人等。

　　針對(duì)四季度而言，鑒于目前小市值成長(zhǎng)股估值已經(jīng)很高，低估值且沒(méi)有增長(zhǎng)缺陷的白馬成長(zhǎng)股、醫(yī)藥以及銷(xiāo)量改善的地產(chǎn)預(yù)計(jì)將有不錯(cuò)的相對(duì)收益。本基金未來(lái)的投資重點(diǎn)仍將集中在長(zhǎng)期成長(zhǎng)空間廣闊的細(xì)分行業(yè)。

　　農(nóng)銀匯理

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