高达45%的基金经理表示看不清当前经济所处景气阶段,通胀担忧继续上升。84%的被调查者认为目前A股市场仍处于牛市之中,但预期收益率持续调低,逢低买入意愿创出新低。对防御型股票的偏好进一步增强,91%的被调查者认为防御型产业在未来6个月将较周期敏感产业表现更优,大盘蓝筹受青睐程度明显提高。 Up to 45% of fund managers said they can not see the current economic boom, inflation concerns continue to rise. 84% of respondents think that the current A-share market is still bullish, but the expected rate of return continued to fall, bargain hunters hit a record low. The preference for defensive equities has further strengthened. 91% of respondents think that defensive industries will perform better than the cyclical-sensitive industries in the next six months, and the popularity of blue chip has been significantly improved.