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解放军潜艇“猎杀潜航”
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凤凰网商业 > 财经 > 正文
农银汇理每周视点:市场进入观察期

2011年03月29日 11:03
来源:凤凰网商业

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宏观和策略上对于市场的判断是进入观察期,基本认为在4月份如果能观察到3月份通胀数据超预期,3月份下游需求下降,那么市场可能会出现回调,然后市场后续开始启动新的一轮上涨。但是市场应该不会按照大家预想的方向运行,最有可能的情况是市场因为后续的乐观预期先向上涨,然后有不好数据后开始犹豫而下跌,后续再向上。行业配置上,上半年还是要选择周期性行业,有价格弹性的将受市场青睐。

[责任编辑:袁蕾] 标签:农银汇理 基金 观察期 
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