| 下半年关注四大投资主题 |
| Tuesday,July 15,2008 Posted: 08:35 BJT(0035 GMT) 中华工商时报 |
 银华基金在日前发布的下半年投资策略报告中表示，下半年将重点关注市场的结构性机会，包括消费防御、投资与政府主导建设、汇率持续升值下的产业升级以及高企的能源价格等四大投资主题，积极关注超预期事件发生可能带来的反弹机会。 银华基金在此份报告中指出，由于新兴经济体的快速发展与美国的经济衰退形成矛盾，全球经济将进入失衡到再平衡的过程。而对于下半年的经济发展趋势，银华基金预测，中国宏观经济放缓，政府继续维持政策紧缩以及市场下调企业盈利可能性还是较大。 |
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