来源:中华工商时报 | 2021-07-26 14:54:38 |
伴随着基金二季报陆续披露,基金各个阶段的“成绩单”与基金经理在二季度的投资路径也浮出水面,中长期业绩突出的基金经理及管理产品更是备受投资者关注。银河证券数据显示,截至2021年7月16日,景顺长城基金旗下绩优中生代基金经理张靖管理的景顺长城策略精选混合,近五年累计回报为174.51%,显著优于业绩比较基准同期40.18%,展现出强劲的长跑实力。
展望后市,景顺长城策略精选混合基金经理张靖在二季报中表示,伴随着全球疫情得到有效防控、宏观经济持续向好,企业盈利改善和流动性边际收紧预期明显,而A股从估值驱动向业绩驱动转化的趋势仍将持续,潜在投资机会相比前两年更多,不过需要警惕市场预期一致性和估值双高的品种。在行业机会方面,在“碳达峰、碳中和”蓝图下,光伏、新能源车等板块未来成长空间巨大;随着“双循环”战略的推出,国内高端制造、新材料等领域在产业升级中潜在诸多机会,有望诞生竞争壁垒较高的“隐形冠军”。未来,景顺长城策略精选混合也将结合多种投资策略,挖掘以上相关行业的投资机会。(李涛)
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