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2015年A股震蕩向上

發(fā)布時(shí)間：2014-12-15 01:29:37 來(lái)源：北京晨報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　上投摩根強(qiáng)調(diào)，明年的風(fēng)險(xiǎn)主要來(lái)自于注冊(cè)制臨近對(duì)股票供應(yīng)和估值體系的沖擊，市場(chǎng)或有階段性調(diào)整壓力，但這可能更多體現(xiàn)在中小市值高估值公司方面，大市值公司受影響較小。上投摩根對(duì)2015年保持樂(lè)觀看法，市場(chǎng)在資金持續(xù)流入情況下保持活躍，震蕩上行。板塊配置上，建議采取大盤(pán)藍(lán)籌和成長(zhǎng)股均衡配置的策略，行業(yè)關(guān)注非銀金融、計(jì)算機(jī)與互聯(lián)網(wǎng)，主題聚焦于國(guó)企改革、金融改革和工業(yè)4.0。

　　上投摩根基金

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