论文部分内容阅读
“十一五”规划,经济增长方式的转变将引发行业发展前景的变化,使得基金经理重新布局股票市场。于是,基金原来青睐的旧五朵金花如“石化、电力、有色金属、交通”等行业的股票开始成为基金减仓的对象。那么,在“十一五”期间什么行业和个股将成为基金经理的新宠呢?
“Eleventh Five-Year Plan”, the transformation of economic growth will lead to changes in the prospects for the development of the industry, allowing fund managers to re-layout the stock market. As a result, the Fund’s original favor of the old five Golden Flower such as “petrochemical, electricity, nonferrous metals, transportation,” and other industries began to become the stock lighten up the object. So, in the “Eleventh Five-Year” period of what industries and stocks will become the new darling of fund managers do?