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四大主題奏響羊年“春播曲”

發(fā)布時(shí)間：2015-01-05 00:31:20 來(lái)源：中國(guó)證券報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　春天是一年中播種和萌發(fā)的季節(jié)，對(duì)應(yīng)到A股市場(chǎng)中，潛力主題也迎來(lái)了“播種”良機(jī)。一方面，隨著2014年7月以來(lái)A股市場(chǎng)的強(qiáng)勢(shì)上漲，短期權(quán)重股及大盤(pán)的調(diào)整壓力加大，市場(chǎng)寬幅震蕩中投資主題的把握難度加大；另一方面，中期牛市格局的背景下，題材的逢低布局也顯得尤為關(guān)鍵。在此背景下，大消費(fèi)、一帶一路、區(qū)域政策和環(huán)保主題股票憑借良好的政策預(yù)期，以及較高的安全邊際成為投資者布局“春播”的重點(diǎn)主題線索。

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