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上投摩根下半年策略报告：A股结构性机会仍在

2013年07月19日 08:28   来源：成都晚报   
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　　A股上半年在一波三折中跌去12.78%，债市亦因“监管强化”和“资金紧张”遭遇调整。近日上投摩根基金发布的下半年投资策略报告中指出，中国经济前行动能放缓，已步入中速增长的调整期，A股在多因素作用下三季度前半期或继续维持低位震荡行情，后半期市场有望重新回升。同时，下半年结构性机会仍存，将主要集中在TMT、医药、节能环保、高端制造等行业中。


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