2019年股市这些行业最有机会

2019-01-01 16:02 来源: 作者:佚名

  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。

上一篇:2019年股市将进入真正的回报时代

下一篇:公募基金普遍认为A股机会大于风险

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