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“成本下降邏輯”或成下一熱點(diǎn)

發(fā)布時(shí)間：2014-12-23 09:33:41 來(lái)源：福州晚報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　券商股退潮，接下來(lái)如何布局？匯豐晉信大盤(pán)基金經(jīng)理丘棟榮表示，在這輪上漲中表現(xiàn)較差的成長(zhǎng)股已經(jīng)出現(xiàn)了個(gè)別機(jī)會(huì)，同時(shí)本輪行情中表現(xiàn)一般的消費(fèi)板塊也有可能迎來(lái)機(jī)會(huì)。近期大宗商品，包括油價(jià)的大跌將使下游消費(fèi)品行業(yè)受益。丘棟榮指出，近期表現(xiàn)較好的航空板塊只是油價(jià)下跌最直接的受益者。但上游資源成本下降還會(huì)延伸到其他一些下游板塊，包括鋼鐵、化工的一些細(xì)分行業(yè)、家電、汽車(chē)等板塊都會(huì)明顯受益。投資者從中或許能找到下一個(gè)獲取超額收益的機(jī)會(huì)。和訊網(wǎng)

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