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巨丰投顾：两方面重点布局

2014年10月09日 08:42    来源： 金融投资报    
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　　十月份将迎来沪港通的开通以及四中全会的召开，这都是对市场构成重大影响的事件。因此，进入十月份，建议可重点从两方面布局：一类是受益沪港通利好的标的股以及其他低位蓝筹股；另一类是即将公布的三季报中具有大幅增长预期的相关个股，或将在市场稳定下展开一轮炒作行情。此外，而对于国资改革、新能源、军工等题材概念，仍可逢低重点关注。仓位配置方面，建议50%中长线，以蓝筹股为主，短线保持20%仓位的小盘题材股。巨丰投顾


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