通过长期分析笔者认为,开放式基金未来可能选择具有以下特点的股票:市盈率较低、具有稳定的分红收益,成长性较高的行业龙头公司或处于行业景气上升的公司。 大盘蓝筹股不会成首选 人们普遍认为由于大盘蓝筹股具有收益较好,流动性佳的特点,因此容易成为开放式基金经理青睐的对象。事实上,这条规律在中国市场并不适用。原因有三: Through long-term analysis I believe that the future of open-end funds may choose to have the following characteristics of the stock: the lower price-earnings ratio, with a stable dividend income, higher growth industry leader or companies in the industry boom. Broad market blue chips will not become the first choice People generally believe that as blue chip stocks have better returns, good liquidity characteristics, it is easy to become the object of open-end fund managers. In fact, this rule does not apply in the Chinese market. There are three reasons: