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China Investments and Pensions: Winter Edition 2011 Winter 2011

银行股弱市备受追捧

Category: China
By 德圣基金经理 江赛春

三季度市场在企业盈利下滑和资金成本高企的双杀下一路下挫。面对止不住的市场,基金在重仓股上做足了文章。相比二季度前十大重仓股,在三季度海螺水泥、泸州老窖已经移出了前十的位置。

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