原标题 基金经理把脉“十四五”投资机会

  □本报记者 余世鹏 万宇   

  部分基金经理在接受中国证券报记者采访时表示,中国经济“高质量发展”是大趋势,可重点关注新能源汽车、消费、医药、高端制造等领域的投资机会。

  “高质量发展”是主线

  金牛基金经理、诺安基金权益投资事业部总经理韩冬燕对记者表示,当今世界正经历百年未有之大变局,新一轮科技革命和产业变革深入发展,国际力量对比深刻调整,和平与发展仍然是时代主题。在这一背景下,国内经济在全面改革的深化、创新能力的提升、农业基础的稳固、区域发展的协调等方面将有提升。

  韩冬燕表示,《中共中央关于制定国民经济和社会发展第十四个五年规划和二〇三五年远景目标的建议》明确了短期与长期发展的“新目标”,所追求的是经济、科技、产业、国民素质、生态环保等领域全方位提升的发展目标。《建议》还指出了加快构建以国内大循环为主体、国内国际双循环相互促进的新发展格局,这将对未来一段时间的经济社会发展具有决定性指导意义。

  广发新经济基金经理邱璟旻表示,《建议》明确了我国经济社会发展的方向和重心。宏观经济层面会走高质量发展道路,经济总量保持相对较快的增速,同时更加注重内在的结构升级,这是新形势下经济发展的必然趋势。在《建议》指导下,从经济结构转型和产业升级的长期趋势来看,消费升级和科技进步领域会孕育出大量优秀的成长型企业,从而带来结构性投资机会。

  进行中长期布局

  在投资机会洞察上,韩冬燕表示,中国经济转向“高质量发展”是大趋势,科技创新被提到了前所未有的高度。未来,半导体、人工智能、区块链等关键科技产业有望继续享受政策红利。同时,数字经济有望成为新的发展引擎,线上办公、线上购物、线上教育、线上医疗蓬勃发展并同线下经济深度交融,也会推动各领域的数字化转型升级。

  创金合信新能源汽车股票基金的基金经理曹春林对记者表示,看好三大领域的中长期投资机会:一是中国在全球具有竞争力的新能源汽车、光伏、消费电子产业;二是受益于中国统一大市场和技术快速发展的大数据、物联网、云计算产业;三是受益于扩大内需和居民收入增长的医药、消费领域。

  韩冬燕指出,可遵循以下主线进行中长期投资布局:一是沿着科技自主自强主线,关注国产替代与核心技术自主可控的投资机遇;二是沿着现代产业体系主线,关注高端制造、数字经济以及产业链供应链补短板的投资机遇;三是沿着构建国内大循环主线,关注消费新增长性投资机会;四是沿着推动绿色发展主线,关注清洁能源和新能源车的投资机会。

新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。

责任编辑:王涵

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