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国庆长假后,10月股市第一日即上涨100多点,四季度市场是否会延续上涨的势头,还是重续三季度的调整?日前,富国基金策略分析师张宏波做客富国扬子基金大课堂,他表示,目前经济虽复苏缓慢,通胀预期略有缓和,但上市公司业绩增长与市场预期还有差距,而且资金面明松暗紧。因此,今年四季度至明年一季度,股市很可能仍维持区间震荡格局,医药农药化肥等存在结构性投资机会。
National Day holiday, the October stock market rose more than 100 points the first quarter, the market will continue in the fourth quarter rose momentum, or to repeat the third quarter adjustment? Recently, the rich fund strategist Zhang Hongbo guest rich country Yangtze Fund large class, he Said that although the current economic recovery is slow, inflation expectations eased slightly, but the growth performance of listed companies and market expectations there is still a gap, but the money was loose. Therefore, from the fourth quarter of this year to the first quarter of next year, the stock market is likely to maintain a range-bound pattern and there are still structural investment opportunities in pharmaceutical, pesticide and chemical fertilizers.