EPISODE · Jul 6, 2021 · 17 MIN
市场展望 | 轮动加强，方向性减弱
from 市场透视 Moving Markets · host Julius Baer
瑞士宝盛投资咨询部大中华市场（香港）主管周淑玲女士 (Pat Chau) 与香港区研究部主管邓启志(Richard Tang)一同讲解瑞士宝盛对下半年的投资展望。股票仍有进一步上升的潜力，但经过去年一年的强劲表现之后，未来几个月的回报或趋于平淡。就行业而言，医疗保健仍然是我们看好的防御性行业。此外，我们认为部分小市值股和在危机期间适时做出调整的公司最有望从持续的经济复苏中受益。
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市场展望 | 轮动加强，方向性减弱
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