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长城基金汪立:关注内需价值、新兴科技、大金融三大方向_蜘蛛资讯网

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覃海洋犯规

长城基金汪立:关注内需价值、新兴科技、大金融三大方向_蜘蛛资讯网

国际油价再飙升

的悲观预期有望逐步修正,消费与投资端均迎来政策与基本面共振;三是出口景气度向好预期明确,叠加国内新技术产业突破与全球化扩张提速,共同推动2026年中国经济预期实质性企稳上修,成为A股上行的关键动力。  投资思路上,汪立认为,新兴科技是主线,价值股也会有春天。中国经济工作的重心正转向内需主导,并作为首要任务,内需复苏、物价回升与地产企稳“预期”会推动经济预期上修。目前内需板块预期与交易出清,价值股有

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