据中国基金报:2018年A股的跌宕起伏依旧令人记忆犹新,2019年已经徐徐拉开序幕。高毅资产表示,市场经历2018年系统性调整,2019年上半年盈利下降的压力测试也完成之后,优秀公司和少数增长型行业的结构性机会将成为更重要的主线。重阳投资则认为,由于企业盈利优劣分化和市场利率信用利差的扩大,行情将从2018年的结构性收敛转为2019年的结构性发散,且结构性发散行情存在超预期可能。果断布局结构性发散行情的赢家,关注科创、现代服务业、消费品及弱周期行业龙头等公司。
据中国基金报:2018年A股的跌宕起伏依旧令人记忆犹新,2019年已经徐徐拉开序幕。高毅资产表示,市场经历2018年系统性调整,2019年上半年盈利下降的压力测试也完成之后,优秀公司和少数增长型行业的结构性机会将成为更重要的主线。重阳投资则认为,由于企业盈利优劣分化和市场利率信用利差的扩大,行情将从2018年的结构性收敛转为2019年的结构性发散,且结构性发散行情存在超预期可能。果断布局结构性发散行情的赢家,关注科创、现代服务业、消费品及弱周期行业龙头等公司。
下一篇:公募基金普遍认为A股机会大于风险
AUD/USD Intraday: under pressure. Short positions below 0.7000 with targets at 0.6935 & 0.6890 in e
AUD/USD may fall 23 - 68 pips Pivot 0.7000 Our preference Short positions below 0.7000 with targets at 0.6935 & 0.6890 in extension. Alternat
EUR/USD Intraday: under pressure. Short positions below 1.0445 with targets at 1.0380 & 1.0360 in e
EUR/USD may fall 17 - 37 pips Pivot 1.0445 Our preference Short positions below 1.0445 with targets at 1.0380 & 1.0360 in extension. Alternat
USD/JPY Intraday: under pressure. Short positions below 133.50 with targets at 132.25 & 131.80 in e
USD/JPY may fall 59 - 104 pips Pivot 133.50 Our preference Short positions below 133.50 with targets at 132.25 & 131.80 in extension. Alterna
USD/CHF Intraday: under pressure. Short positions below 0.9875 with targets at 0.9760 & 0.9715 in e
USD/CHF may fall 44 - 89 pips Pivot 0.9875 Our preference Short positions below 0.9875 with targets at 0.9760 & 0.9715 in extension. Alternat
USD/CAD Intraday: the upside prevails. Long positions above 1.2890 with targets at 1.2975 & 1.2995
USD/CAD may rise 39 - 59 pips Pivot 1.2890 Our preference Long positions above 1.2890 with targets at 1.2975 & 1.2995 in extension. Alternati