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绩优基金吸金效应显著 15位基金经理晋级“百亿操盘手”_蜘蛛资讯网

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蓝小康看来，传统产业和新质生产力都有表现的机会。例如，传统产业龙头公司的业绩改善更为确定，也更容易识别。PB估值低的各行业龙头公司都值得重点关注。此外，港股市场和A股市场各有长处，前者估值更低，且美元流动性更易流入；内地市场风险偏好仍在低位，债市资金随时可能流入股市进而带来弹性。“具体行业上仍重点聚焦于银行、非银、有色、工程机械、重卡、建筑、建材、钢铁、航空、纺织服装、餐饮等方向。随着供给侧结构性

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