证券日报
2022.06.22 06:14

博时基金:A 股中长期向好趋势不变

    6 月 21 日盘后,博时基金发表观点指出,21 日 A 股震荡回调,北向资金小幅净卖出,但两市成交额依旧超过万亿元。当前,海外主要经济体收紧流动性,我国货币政策依然强调 “以我为主”,坚持稳健偏宽松,流动性也合理充裕,A 股中长期向好的趋势依然不变。

    博时基金分析,从最新发布的 5 月经济和金融数据来看,在疫情逐步得到缓解,稳增长政策逐步落地之下,国内经济呈现改善势头。A 股中长期向好的趋势不变,但中间的过程大概率会比较波折。在经济转型升级的浪潮下,接下来仍可适当关注新能源板块的投资机会。

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