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7·29以来,股指剧烈震荡,多家基金在策略报告中指出,货币政策可能在第三季度微调,加上企业盈利的速度滞后于市场估值的提升,这些因素将会影响行情的发展。也有基金认为,在宏观经济整体复苏,流动性充裕没有根本性改变以及市场风险逐渐被释放的情况下,股指仍将会呈现震荡上扬的势头。投资者究竟要充满信心,还是要加点小心?本期请出的3家基金公司对后市展望以及应采取的投基策略提出了自己的看法
Since July 29, the stock market has been in turbulent turmoil. Several funds pointed out in their strategy report that monetary policy may be fine-tuned in the third quarter. Coupled with the fact that the profitability of enterprises lags behind the market valuation, these factors will affect the development of the market. There are funds that the stock index will continue to show the upward trend of turmoil as the overall macroeconomic recovery, there is no fundamental change in ample liquidity and market risk gradually released. Investors should be full of confidence, or to add some caution? This issue of the three fund companies out on the outlook and investment strategy should be put forward their own views