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Cover for 对话–东吴基金基金经理：陈军 证券市场红周刊2022年27期
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对话–东吴基金基金经理：陈军 证券市场红周刊2022年27期

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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 对话–东吴基金基金经理：陈军。 超级景气赛道的优质公司，才能实现戴维斯双击。现阶段投资主线是清洁能源和高端制造。 近期，东吴基金基金经理陈军对《红周刊》表示，看好下半年甚至未来3至4年的A股，但当下市场的报复性反弹已经结束，接下来股市上升斜率趋于平缓。陈军重点布局在成长股， 他认为，未来几年的黄金赛道是清洁能源和高端制造，例如，当下我国电池产业到了让全球眼红的阶段，光伏产业链中的设备公司也是“卖水人”。

Release date

Ebook: July 18, 2022

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