中欧基金罗佳明:预计未来政策仍有空间,关注上游资源品、出海和科技创新三大板块

券中社
16 Oct 2024

近期,在与证券时报·券商中国进行的一场直播中,中欧基金的基金经理罗佳明深入探讨了他对当前中国A股和港股市场的看法。在他看来,节前宽松政策推动了市场显著上涨,随后市场出现了短期回调,这属于正常现象,反映了投资者对政策逐步落实的预期。罗佳明认为,当前的政策具有颠覆性,正在扭转投资者的悲观情绪,当下的市场行情只是政策转向的初步反应,未来可能会迎来更深层次的变化。他强调,市场的调整是正常的,投资者应保持...

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