平安基金刘杰：成长板块存在估值修复空间

美国上周初请失业金人数增至21.8万人，创1月以来最高水平，这是自2020年12月/2021年1月的增长恐慌以来，初请失业金人数8周最大增幅。劳动力市场的痛苦与制造业指数的疲软相呼应，5月费城联储制造业指数从上个月的17.6大幅下滑至2.6，创2020年6月以来最低水平。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/541/w800h541/20220519/52be-7f529e455b0d41f5da02821d80450b71.jpg","https://n.sinaimg.cn/zhibo/522/w800h522/20220519/acac-b3aa7a9ca5e82beecce695eef3c0055c.jpg","https://n.sinaimg.cn/zhibo/537/w800h537/20220519/22fe-2174f950f6f6a138a5f28d1b4812efba.jpg"]},"commentid":"live:finance-152-2677284:0","compere_id":0,"creator":"mingyu@staff.sina.com.cn","mender":"mingyu@staff.sina.com.cn","create_time":"2022-05-19 22:17:05","update_time":"2022-05-19 22:17:21","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-05-19\/doc-imcwipik0798413.shtml","docid":"mcwipik0798413"}","old_live_cid":"0","tag":[{"id":"4","name":"数据"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-05-19/detail-imcwipik0798413.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2677283,"zhibo_id":152,"type":0,"rich_text":"【平安基金刘杰：成长板块存在估值修复空间】5月19日晚间，平安基金的基金经理刘杰发表观点指出，19日A股市场在外围市场大幅调整影响下低开，但截至收盘各大指数基本均收红。其中，科创50、创业板等指数相对表现强势。实际上进入5月以来，之前调整较多的成长板块表现较好，存在估值修复空间。刘杰认为，接下来，预计市场风格将趋于更加平衡，板块分化程度将有所收敛。长期而言，科技创新与消费升级的投资方向仍较清晰。消费、医药、新能源、科技行业中的核心资产，仍将是长期看好并关注的市场主线。(中证网)