<i id='8D5C60ED42'><strike id='8D5C60ED42'><tt id='8D5C60ED42'><pre id='8D5C60ED42'></pre></tt></strike></i> 
近期，信达在稳增长预期渐浓的基金背景下，市场出现久违的市场“二八格局”，以地产为首的仍处周期性板块带领沪深指数双双走强，而以成长股为代表的震荡创业板指数却接连逆市下跌。
对于后市，格局信达澳银基金认为，信达近期诸多数据印证了当前国内经济增长处于下行通道，基金政策托底预期已有所浮现，市场但政策力度较为温和；流动性方面，仍处资金市场利率继续保持在低位水平，震荡但新股发行将再次放行；市场表现方面，格局改革的信达持续推进和海外股市映射使得市场热点不断；股票市场将处于箱体震荡格局。
在资产配置上，基金信达澳银基金继续建议精选医药生物、市场TMT、食品饮料、电力设备等景气高确定性行业进行战略布局；主题方面，建议重点关注京津冀一体化、国企改革、新能源汽车和智能穿戴等主题。
标签：国企改革|市场利率|电力设备责任编辑：杜思思 杜思思
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