五华| 恩平| 栾城| 抚州| 达州| 南沙岛| 镇沅| 前郭尔罗斯| 边坝| 彭水| 金昌| 淅川| 连州| 西安| 阳春| 广南| 库伦旗| 澄城| 金堂| 河曲| 涞源| 福建| 景宁| 玉屏| 张家港| 应县| 西藏| 泾阳| 神农架林区| 丰润| 肇州| 江阴| 大同县| 肥乡| 轮台| 克拉玛依| 醴陵| 谢通门| 栾城| 孟州| 雄县| 安吉| 东安| 会同| 关岭| 扎兰屯| 扎囊| 南岳| 工布江达| 华县| 图木舒克| 易门| 广南| 民丰| 伊宁市| 通许| 岑溪| 万载| 北京| 晋中| 吴川| 漳平| 达尔罕茂明安联合旗| 丹徒| 海口| 乐业| 鲅鱼圈| 长岭| 新河| 句容| 策勒| 湘乡| 临夏市| 汉阳| 塔什库尔干| 大港| 浪卡子| 大足| 宁南| 贵港| 台北县| 鹤峰| 洛隆| 太仆寺旗| 高陵| 江口| 福安| 济南| 康马| 海丰| 巨野| 嘉荫| 丹东| 修文| 陵川| 乡宁| 东阿| 石林| 和林格尔| 鄂温克族自治旗| 岚县| 习水| 定兴| 两当| 石柱| 英山| 定襄| 汉沽| 华池| 界首| 连山| 连城| 黄陂| 江永| 澄江| 遂宁| 泰安| 雷州| 赤水| 平和| 肥东| 松阳| 株洲县| 韩城| 淇县| 伊宁市| 奈曼旗| 泽州| 甘肃| 利辛| 全州| 台南县| 张家港| 徽州| 呼和浩特| 宁城| 临夏市| 闽清| 东沙岛| 大田| 新巴尔虎右旗| 长垣| 射阳| 刚察| 米泉| 北碚| 涞水| 陕县| 巴里坤| 平昌| 依安| 都江堰| 洛隆| 康乐| 平阳| 临漳| 莱阳| 哈密| 喀什| 嘉定| 长治市| 北京| 西沙岛| 诏安| 平川| 安吉| 色达| 会泽| 涉县| 关岭| 萍乡| 汤原| 昌平| 荔波| 三水| 香河| 宜阳| 安丘| 丰宁| 加格达奇| 襄汾| 平乡| 来安| 惠来| 察哈尔右翼中旗| 磐安| 黄梅| 云霄| 拜泉| 威海| 胶南| 香河| 苍梧| 君山| 睢宁| 堆龙德庆| 献县| 阳东| 东丰| 东西湖| 固安| 惠农| 汾西| 高港| 磁县| 长丰| 宜兰| 翁源| 南丹| 滑县| 于田| 宁武| 巴林左旗| 巩义| 沾益| 宽城| 铜川| 江华| 铜陵市| 句容| 旬阳| 张家川| 昆明| 普兰店| 正定| 旬邑| 株洲县| 呼玛| 丹阳| 佛冈| 鲅鱼圈| 安国| 香港| 景东| 白云矿| 巴马| 崂山| 白云| 平坝| 周至| 纳雍| 宝兴| 临沧| 武都| 鹤壁| 南京| 商河| 淅川| 周口| 莒南| 陆河| 三河| 丘北| 孝感| 伊通| 石棉| 漯河| 平远| 永济| 东山| 襄垣| 柯坪| 霍邱|

2019-08-24 21:10 来源:中国发展网

  

  ChinesePresidentXiJinping(C)andotherleadersattendingthe18thShanghaiCooperationOrganization(SCO)summitposeforagroupphotoaheadofabanquetinQingdao,eastChinasShandongProvince,June9,2018.(Xinhua/DingLin)ChinesePresidentXiJinpingaddressesabanquetheldforguestsattendingthe18thShanghaiCooperationOrganization(SCO)summitinQingdao,eastChinasShandongProvince,June9,2018.(Xinhua/XieHuanchi)ChinesePresidentXiJinping(C,front)andguestsattendingthe18thShanghaiCooperationOrganization(SCO)summitheadforabanquetinQingdao,eastChinasShandongProvince,June9,2018.(Xinhua/LiXueren)AcollectionofvintagevehiclesisondisplayattheOldVehiclesCulturalMuseuminTaiyuanCity,ShanxiProvince,June7,,motorcycles,andtractorsfrommorethantencountries,with90percentofthemstillabletostart.(Photo:ChinaNewsService/WuJunjie)AcollectionofvintagevehiclesisondisplayattheOldVehiclesCulturalMuseuminTaiyuanCity,ShanxiProvince,June7,,motorcycles,andtractorsfrommorethantencountries,with90percentofthemstillabletostart.(Photo:ChinaNewsService/WuJunjie)AcollectionofvintagevehiclesisondisplayattheOldVehiclesCulturalMuseuminTaiyuanCity,ShanxiProvince,June7,,motorcycles,andtractorsfrommorethantencountries,with90percentofthemstillabletostart.(Photo:ChinaNewsService/WuJunjie)AcollectionofvintagevehiclesisondisplayattheOldVehiclesCulturalMuseuminTaiyuanCity,ShanxiProvince,June7,,motorcycles,andtractorsfrommorethantencountries,with90percentofthemstillabletostart.(Photo:ChinaNewsService/WuJunjie)AcollectionofvintagevehiclesisondisplayattheOldVehiclesCulturalMuseuminTaiyuanCity,ShanxiProvince,June7,,motorcycles,andtractorsfrommorethantencountries,with90percentofthemstillabletostart.(Photo:ChinaNewsService/WuJunjie)

FrancenationalsoccerteamarriveattheSheremetyevointernationalairport,outsideMoscow,Russia,June10,2018tocompeteinthe2018WorldCupinRussia.(Photo/Agencies)EgyptiannationalsoccerteamplayerandLiverpoolsstarstrikerMohammedSalaharriveswiththeEgyptnationalsoccerteamatanairportoutsideGrozny,Russia,June10,day.(Photo/Osports)EgyptiannationalsoccerteamplayerandLiverpoolsstarstrikerMohammedSalaharriveswiththeEgyptnationalsoccerteamatanairportoutsideGrozny,Russia,June10,day.(Photo/Osports)AntoineGriezmanncarrieshisbaggageastheFrancenationalsoccerteamarriveattheSheremetyevointernationalairport,outsideMoscow,Russia,June10,2018tocompeteinthe2018WorldCupinRussia.(Photo/Agencies)OlivierGirouddisembarkstheplaneastheFrancenationalsoccerteamarriveattheSheremetyevointernationalairport,outsideMoscow,Russia,June10,2018tocompeteinthe2018WorldCupinRussia.(Photo/Agencies)PaulPogbadisembarkstheplaneastheFrancenationalsoccerteamarriveattheSheremetyevointernationalairport,outsideMoscow,Russia,June10,2018tocompeteinthe2018WorldCupinRussia.(Photo/Agencies)UruguaysLuisSuarezarrivesatanairportinNizhnyNovgorod,Russia,June10,2018.(Photo/Agencies)UruguaysEdinsonCavaniarrivesatanairportinNizhnyNovgorod,Russia,June10,2018.(Photo/Agencies)UruguaysEdinsonCavaniarrivesatanairportinNizhnyNovgorod,Russia,June10,2018.(Photo/Agencies)FansgreetUruguaysnationalsoccerteamplayersastheyarriveatanairportinNizhnyNovgorod,Russia,June10,2018.(Photo/Agencies)PerusJeffersonFarfánarrivesattheSheremetyevointernationalairport,outsideMoscow,Russia,tocompeteinthe2018WorldCupinRussia.(Photo/Agencies)PerusPaoloGuerreroarrivesattheSheremetyevointernationalairport,outsideMoscow,Russia,tocompeteinthe2018WorldCupinRussia.(Photo/Agencies)FormerprofessionalfootballstarDavidBeckhamplayscuju,knownastheoriginofmodernfootball,attheBengbuAncientBuildingsExpoParkaheadofthe2018G-EXPOGlobalTopSummitinBengbuCity,EastChina’sAnhuiProvince,June6,2018.(Photo:ChinaNewsService/ZhongXin)FormerprofessionalfootballstarDavidBeckhamplayscuju,knownastheoriginofmodernfootball,attheBengbuAncientBuildingsExpoParkaheadofthe2018G-EXPOGlobalTopSummitinBengbuCity,EastChina’sAnhuiProvince,June6,2018.(Photo:ChinaNewsService/ZhongXin)

  AdogincostumeplayswithaballduringacontestwiththethemeofFIFAWorldCupinLima,Peru,onJune10,2018.(Xinhua/LuisCamacho)AwomaninteractswithherdogduringacontestwiththethemeofFIFAWorldCupinLima,Peru,onJune10,2018.(Xinhua/LuisCamacho)AwomaninteractswithherdogduringacontestwiththethemeofFIFAWorldCupinLima,Peru,onJune10,2018.(Xinhua/LuisCamacho)DogsincostumeareseenduringacontestwiththethemeofFIFAWorldCupinLima,Peru,onJune10,2018.(Xinhua/LuisCamacho)AlightsandfireworksshowtakesplaceinQingdao,thehostcityofthe18thShanghaiCooperationOrganization(SCO)summit,ineastChinasShandongProvince,June9,2018.(Xinhua/JiangKehong)AlightsandfireworksshowtakesplaceinQingdao,thehostcityofthe18thShanghaiCooperationOrganization(SCO)summit,ineastChinasShandongProvince,June9,2018.(Xinhua/JiangKehong)AlightsandfireworksshowtakesplaceinQingdao,thehostcityofthe18thShanghaiCooperationOrganization(SCO)summit,ineastChinasShandongProvince,June9,2018.(Xinhua/JiangKehong)AlightsandfireworksshowtakesplaceinQingdao,thehostcityofthe18thShanghaiCooperationOrganization(SCO)summit,ineastChinasShandongProvince,June9,2018.(Xinhua/JiangKehong)AlightsandfireworksshowtakesplaceinQingdao,thehostcityofthe18thShanghaiCooperationOrganization(SCO)summit,ineastChinasShandongProvince,June9,2018.(Xinhua/LiXueren)AlightsandfireworksshowtakesplaceinQingdao,thehostcityofthe18thShanghaiCooperationOrganization(SCO)summit,ineastChinasShandongProvince,June9,2018.(Xinhua/LiZiheng)Alightsandfireworksshowwiththethemeof"AWarmWelcometoFriendsfromAfar"takesplaceinQingdao,thehostcityofthe18thShanghaiCooperationOrganization(SCO)summit,ineastChinasShandongProvince,June9,2018.(Xinhua/XieHuanchi)Alightsandfireworksshowwiththethemeof"AWarmWelcometoFriendsfromAfar"takesplaceinQingdao,thehostcityofthe18thShanghaiCooperationOrganization(SCO)summit,ineastChinasShandongProvince,June9,2018.(Xinhua/XieHuanchi)

  ContestantsperformintheChinaBodybuildingChampionshipsinTianjin,June7,,thechampions(Photo:ChinaNewsService/TongYu)ContestantsperformintheChinaBodybuildingChampionshipsinTianjin,June7,,thechampions(Photo:ChinaNewsService/TongYu)ContestantsperformintheChinaBodybuildingChampionshipsinTianjin,June7,,thechampions(Photo:ChinaNewsService/TongYu)ContestantsperformintheChinaBodybuildingChampionshipsinTianjin,June7,,thechampions(Photo:ChinaNewsService/TongYu)AdogincostumeplayswithaballduringacontestwiththethemeofFIFAWorldCupinLima,Peru,onJune10,2018.(Xinhua/LuisCamacho)AwomaninteractswithherdogduringacontestwiththethemeofFIFAWorldCupinLima,Peru,onJune10,2018.(Xinhua/LuisCamacho)AwomaninteractswithherdogduringacontestwiththethemeofFIFAWorldCupinLima,Peru,onJune10,2018.(Xinhua/LuisCamacho)DogsincostumeareseenduringacontestwiththethemeofFIFAWorldCupinLima,Peru,onJune10,2018.(Xinhua/LuisCamacho)

VolunteersworkatthepresscenteroftheShanghaiCooperationOrganizationQingdaoSummitinQingdaoCity,EastChina’sShandongProvince,June7,alistsfromhomeandabroadatthepresscenter.(Photo/VCG)VolunteersworkatthepresscenteroftheShanghaiCooperationOrganizationQingdaoSummitinQingdaoCity,EastChina’sShandongProvince,June7,alistsfromhomeandabroadatthepresscenter.(Photo/VCG)VolunteersworkatthepresscenteroftheShanghaiCooperationOrganizationQingdaoSummitinQingdaoCity,EastChina’sShandongProvince,June7,alistsfromhomeandabroadatthepresscenter.(Photo/VCG)VolunteersworkatthepresscenteroftheShanghaiCooperationOrganizationQingdaoSummitinQingdaoCity,EastChina’sShandongProvince,June7,alistsfromhomeandabroadatthepresscenter.(Photo/VCG)VolunteersworkatthepresscenteroftheShanghaiCooperationOrganizationQingdaoSummitinQingdaoCity,EastChina’sShandongProvince,June7,alistsfromhomeandabroadatthepresscenter.(Photo/VCG)

  SouvenirsmadefortheDPRK-USAsummit,includinganotebookandafan,areseenattheInternationalMediaCenteratF1PitBuildinginSingapore,June10,2018.(Photo:ChinaNewsService/MengXiangjun)SouvenirsmadefortheDPRK-USAsummit,includinganotebookandafan,areseenattheInternationalMediaCenteratF1PitBuildinginSingapore,June10,2018.(Photo:ChinaNewsService/MengXiangjun)SouvenirsmadefortheDPRK-USAsummit,includinganotebookandafan,areseenattheInternationalMediaCenteratF1PitBuildinginSingapore,June10,2018.(Photo:ChinaNewsService/MengXiangjun)SouvenirsmadefortheDPRK-USAsummit,includinganotebookandafan,areseenattheInternationalMediaCenteratF1PitBuildinginSingapore,June10,2018.(Photo:ChinaNewsService/MengXiangjun)

  PhototakenonJune7,2018showsexhibitsattheAfricanArtExhibitioninsouthwestChina(Xinhua/WangQuanchao)AcuratorintroducestheAfricanArtExhibitionheldinsouthwestChinasChongqing,June7,(Xinhua/WangQuanchao)JournaliststakephotosattheAfricanArtExhibitioninsouthwestChinasChongqing,June7,(Xinhua/WangQuanchao)PhototakenonJune7,2018showsexhibitsattheAfricanArtExhibitioninsouthwestChina(Xinhua/WangQuanchao)AjournalisttakesphotosattheAfricanArtExhibitioninsouthwestChinasChongqing,June7,(Xinhua/WangQuanchao)English-LanguageNewsWebEditorRequirements::Aminimumofabachelor’sdegreeatanaccreditedcollegeoruniversitywithamajorinjournalism,English,economics,internationalpolitics,,:Haveathoroughunderstandingandappreciationfortheroleofjournalismandaccurate,ftWord,AdobePhotoshop,Dreamweaver,:Previousjoborinternshipexperienceinan:Responsibleforconductingnewsinterviews,andcompiling,editingandrevisingnewsmanuscriptsfromothersourcesforwebsitenews,dupdates,andproducingspecialnewspackages,aswellasothe,:’sdegreeatanaccreditedcollegeoruniversitywithamajorinjournalism,English,economics,internationalpolitics,andaccurate,,:-Thejobisfull-time.-rewritingandcopy-editingstorieswrittenbystaffandfromothermediaresources;-writingoredittingheadlines,readingprovesandcontributingideasinstoryselectionandlayoutandsoon;-helpingproductionanddevelopmentofothereditorialmaterials,whichincludewritingstories,columns,reviewsandrecordings

  ChinesePresidentXiJinping(C)andotherleadersattendingthe18thShanghaiCooperationOrganization(SCO)summitposeforagroupphotoaheadofabanquetinQingdao,eastChinasShandongProvince,June9,2018.(Xinhua/DingLin)ChinesePresidentXiJinpingaddressesabanquetheldforguestsattendingthe18thShanghaiCooperationOrganization(SCO)summitinQingdao,eastChinasShandongProvince,June9,2018.(Xinhua/XieHuanchi)ChinesePresidentXiJinping(C,front)andguestsattendingthe18thShanghaiCooperationOrganization(SCO)summitheadforabanquetinQingdao,eastChinasShandongProvince,June9,2018.(Xinhua/LiXueren)

  BrocadepaintingTheDrunkenBeautydisplayedattheParisChinaCulturalCenteronJune5,2018.()ExhibitionReconstruction:TechniquesandDesignofChineseSilkopenCultureDepartment,andorganizedbytheChinaNationalSilkMuseum,theexhibitionisanotherhighlightoftheChineseCultureandTourismMinistrysinternationalprogramofChinaWeek:InheritanceandInnovat,thenewexhibitionpresentsthetechniquesandcharmoftheancientChinesesilkthroughfoursub-themes:Broderie,Impression,Tissage,andTeinture,thatis,embroidery,printing,nJune5,2018.()ZhouWei,theevent’scuratorandassistanttothedirectoroftheChinaNationalSilkMuseum,saidtheexhibitioninfusednewdesignswithtraditionalcraftsman,thecenteralsoheldapubliclectureon"ReconstructionofChineseSilksDesignMaterials"onJune4,andanindustrialexchangemeetingthemed"Reconstruction:TechniquesandDesignofSilk"()Theindustryexchangemeetingon"Reconstruction:TechniquesandDesignofSilk"isheldattheParisChinaCulturalCenteronJune5,2018.()TheexhibitionhallofTeinture.()AmodelshowsasilkflowerdressattheParisChinaCulturalCenteronJune5,2018.()AmodelsshowsasilkdressattheParisChinaCulturalCenteronJune5,2018.()AmodelshowssilkscarvesandhandbagsattheParisChinaCulturalCenteronJune5,2018.()VisitorslookatanembroidereddressattheParisChinaCulturalCenteronJune5,2018.()SingaporeanPrimeMinisterLeeHsienLoong(R)meetswithKimJongUn,chairmanoftheWorkersPartyofKorea(WPK)andchairmanoftheStateAffairsCommissionoftheDemocraticPeoplesRepublicofKorea(DPRK),inSingapore,onJune10,2018.(Xinhua/ThenChihWey)SingaporeanPrimeMinisterLeeHsienLoong(R)shakeshandswithKimJongUn,chairmanoftheWorkersPartyofKorea(WPK)andchairmanoftheStateAffairsCommissionoftheDemocraticPeoplesRepublicofKorea(DPRK),inSingapore,onJune10,2018.(Xinhua/ThenChihWey)

  PhototakenonJune6,2018showscustomsenforcementofficersinIstanbul’sPendikporthavecaughtundocumentedmigrants,wrappedinaluminumfoiltohidefromx-raydetectors,onan18-wheeltruckenroutetoItaly.(Photo/Agencies)PhototakenonJune6,2018showscustomsenforcementofficersinIstanbul’sPendikporthavecaughtundocumentedmigrants,wrappedinaluminumfoiltohidefromx-raydetectors,onan18-wheeltruckenroutetoItaly.(Photo/Agencies)

  BrocadepaintingTheDrunkenBeautydisplayedattheParisChinaCulturalCenteronJune5,2018.()ExhibitionReconstruction:TechniquesandDesignofChineseSilkopenCultureDepartment,andorganizedbytheChinaNationalSilkMuseum,theexhibitionisanotherhighlightoftheChineseCultureandTourismMinistrysinternationalprogramofChinaWeek:InheritanceandInnovat,thenewexhibitionpresentsthetechniquesandcharmoftheancientChinesesilkthroughfoursub-themes:Broderie,Impression,Tissage,andTeinture,thatis,embroidery,printing,nJune5,2018.()ZhouWei,theevent’scuratorandassistanttothedirectoroftheChinaNationalSilkMuseum,saidtheexhibitioninfusednewdesignswithtraditionalcraftsman,thecenteralsoheldapubliclectureon"ReconstructionofChineseSilksDesignMaterials"onJune4,andanindustrialexchangemeetingthemed"Reconstruction:TechniquesandDesignofSilk"()Theindustryexchangemeetingon"Reconstruction:TechniquesandDesignofSilk"isheldattheParisChinaCulturalCenteronJune5,2018.()TheexhibitionhallofTeinture.()AmodelshowsasilkflowerdressattheParisChinaCulturalCenteronJune5,2018.()AmodelsshowsasilkdressattheParisChinaCulturalCenteronJune5,2018.()AmodelshowssilkscarvesandhandbagsattheParisChinaCulturalCenteronJune5,2018.()VisitorslookatanembroidereddressattheParisChinaCulturalCenteronJune5,2018.()

  TheMatryoshkaPiazzainManchuria,NorthChinasInnerMongoliaautonomousregion,June5,2018.()A30-meter-tallmatryoshkadoll,deemedthelargestofitskindworldwide,hasbecomeamajorattractioninManchuria,China,anditissurroundedby30exquisiteEastereggtryosh,NorthChinasInnerMongoliaautonomousregion,June5,2018.()TheMatryoshkaPiazzainManchuria,NorthChinasInnerMongoliaautonomousregion,June5,2018.()TheMatryoshkaPiazzainManchuria,NorthChinasInnerMongoliaautonomousregion,June5,2018.()TheMatryoshkaPiazzainManchuria,NorthChinasInnerMongoliaautonomousregion,June5,2018.()TheMatryoshkaPiazzainManchuria,NorthChinasInnerMongoliaautonomousregion,June5,2018.()Special:ChinesePresidentXiJinpingandhisIraniancounterpartHassanRouhanhShanghaiCooperationOrganization(SCO)summitinthecoastalcityofQingdao,ineastChinavestrategicpartnershipduringhisstatevisittoIranin2016,Xisaidthetwocountriessincethenhaveincreasedcooperationandfnandwitnessedincreasinglycloserpeople-to-peopleexchanges,,XisaidChinaisreadytoworkwithIrantojointlypromotesteaerarchingprincipletocontinuouslyenhancestrategicmutualtrust,increaseexchangesatalllevels,andcontinuetounderstandandsupporteachotRoadInitiative,promotelawenforcementandsecuritycooperationcenteringoncounter-terrorism,anddeepenpeople-to-peopleexchangesandcooperationwiththeaimtoenhanceChina-Iranfriendship,sm,XisaidthedealisconducivetosafeguardingpeaceandstabilityintheMiddleEastandtheinternationalnon-proliferationregime,utesandhotspotissues,andisreadytostrengthencooperationwithIranundermultilateralframeworksandpromotethebuildingofanewtypeofinternationalrelations,svisittoIrantwoyearsagosignificantlyelevatedthebilateralrelations,saidRouhani,addingthatIranfeelshappyaboutthesma,andwellimplementcooperationagreementsonjointlybuildingtheBeltandRoad,,andIranexpectstheinternationalcommunityincludingChinatoplayapositiveroleinproperlydealingwithrelevantissues,,XiandRouhaniwitnessedthesigningofbilateralcooperationagreements.

  

  

 
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财经/ 汽车/ 科技/ 数码/ 游戏/ 留学/ 财经中心

明星基金经理看好高分红低估值板块

2019-08-24 08:29:00 中国网财经中心 分享
参与
SingaporeanPrimeMinisterLeeHsienLoong(R)meetswithKimJongUn,chairmanoftheWorkersPartyofKorea(WPK)andchairmanoftheStateAffairsCommissionoftheDemocraticPeoplesRepublicofKorea(DPRK),inSingapore,onJune10,2018.(Xinhua/ThenChihWey)SingaporeanPrimeMinisterLeeHsienLoong(R)shakeshandswithKimJongUn,chairmanoftheWorkersPartyofKorea(WPK)andchairmanoftheStateAffairsCommissionoftheDemocraticPeoplesRepublicofKorea(DPRK),inSingapore,onJune10,2018.(Xinhua/ThenChihWey)

  □金证券记者 管伟

  今年一季度,外围市场一片涨声,A股却是跌宕起伏。对于今年二季度行情,明星基金经理南方品质优选混合基金经理李振兴认为,市场短期波动可能会加大,不过,他仍坚持价值投资理念,看好高分红低估值板块个股。

  李振兴认为,市场的短期波动有可能会加大。但他对《金证券》记者表示,建议投资者不要过分关注短期市场,而应尽量看清楚市场中期的变化趋势。对于市场的中期趋势,李振兴从估值的角度给出了答案。他认为,从绝对估值看,目前A股市场上能够找到很多具备比较好的投资安全边际的股票; 从相对估值角度来看,尤其是与美国股市相比,中国股市的相对价值洼地非常明显。随着股市的健康发展,国内优质上市公司或逐渐迎来估值修复行情。李振兴认为,一些增长稳健、质地优良、高分红、低估值的板块,会成为接下来一段时间内非常好的投资方向。

  李振兴向《金证券》记者介绍,对于以追求绝对收益为主导思想的南方品质混合来说,不同行业个股的综合布局是其成功因素之一。

  有过不同行业研究员经历的李振兴认为,股票的选择不要过分单一化,而是要自下而上的去在不同的行业当中寻找机会。他表示,这样会带来两个效果,一是可以促使基金管理人不断学习新行业,不断在市场演变中进化投资风格; 二是多行业的布局不会因为市场风格的波动,导致产品净值的剧烈波动,组合的稳健度能够得到提升。

  翻看南方品质混合过往的季报,李振兴确实在成长、价值、周期等不同风格都做到了一定的不同布局。

  《金证券》记者注意到,由李振兴掌舵的南方品质优选混合基金紧密跟踪消费升级和产业升级的发展趋势,一季度成功把握住了结构性机会。Wind数据显示,今年一季度南方品质混合净值增长率高达15.45%,在wind分类的1367只参与排名的灵活配置型基金中位居第一。

  谈及未来的投资策略,李振兴表示将采用双管齐下,守正出奇的思路:守正指的是,精细筛选低估值、高股息率的价值股,确保这些公司基本面运行稳健、估值拥有足够安全边际,交易上寻求市场低点左侧稳步布局,重点相关板块包括食品饮料、家电、汽车、制造业、公用事业等;出奇则是积极发掘基本面向上突破、估值合理的优质成长股,力求做到研究和跟踪均领先市场,以灵活的仓位和交易策略捕捉投资机会--TMT、高端制造、环保、新能源等新兴产业将是持续关注的重点。

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茅山东道 雨敞坪镇 低塘街道 金钟路金兆园 山东寿光市圣城街办
新泰 柏孜克里克 广坪乡 琉璃河地区 石狮市鸿山镇洪厝邮电局