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今日投资财经资讯有限公司2003年9月的基金经理调查表明,对行业盈利上升认同度最高的是交通运输行业,87％的基金经理认为交通运输业在未来12个月内盈利水平将趋于上升,这与2003年三季度基金组合公告所显示的“三季度基金对交通运输增仓比例最大”现象相互印证。同时各大投资机构、基金经理看好交通运输业的评论也频频见诸报刊,更让人记忆犹新的是瑞银华宝第一单交易中就有港口业的龙头股。在此,我们对
Today’s Investment Financial Information Co., Ltd. survey conducted by fund managers in September 2003 shows that the industry with the highest recognition of profitability is the transportation industry. 87% of fund managers think that the transportation industry’s profit level will rise in the next 12 months This is in line with the fact that “the fund has the largest proportion of transport jams in the third quarter of 2003” as demonstrated by the fund portfolio announcements in the third quarter of 2003. At the same time major investment agencies, fund managers optimistic about the transport industry’s comments frequently seen in newspapers, even more memorable is the first single transaction in UBS has a leading port industry shares. Here we are