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对话-嘉实基金基金经理姚志鹏 证券市场红周刊2022年31期

Series

1 of 56

Language
Chinese
Format
Category

Economy & Business

编辑推荐 《证券市场红周刊》创刊于 1997年,是中国发行量最大的证券杂志。《红周刊》的读者主要为职业投资人和机构投资人。《红周刊》的内容以专业的分析和深度报道见长。

内容简介 近期,嘉实基金基金经理姚志鹏接受了《红周刊》的专访。 姚志鹏表示,当前是典型的成长股投资环境。汽车已经实现困境反转,并成为强国标配。 汽车出口的赚钱潜力,相当于再造一个中国地产产业。 他强调,新能源车产业的机会在下游,因为陆续有一些车企在竞争中脱颖而出,它们的盈利将超出市场预期。 除了汽车之外,半导体、计算机和医药也有望实现困境反转。

Release date

Ebook: 16 August 2022

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