银河基金研究基金经理看后市―――2004年基金中报“后市展望”汇总－――（股债平衡型、偏债型、债券型、货币型开放式基金）●中国银河证券有限责任公司研究中心2004年9月2日基金研究中心王群航丁沛E-mail:wangqunhang@chinastock.com.cnTel:(010)66568591编者按：2004年的基金中报已经出齐。为了方便大家了解基金经理在下半年的投资思路，既作为我们今后在股票投资过程中的参考，又作为我们选择基金进行投资时的参考，现将基金经理对于2004年下半年行情的展望集中整理出来。目录HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828360"海富通收益增长（股债平衡型）2HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828361"广发聚富（股债平衡型）3HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828362"华夏回报（股债平衡型）3HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828363"长城久恒（股债平衡型）4HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828364"易方达平稳增长（股债平衡型）4HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828365"富国动态平衡（股债平衡型）5HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828366"中信经典配置（股债平衡型）5HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828367"国联安德盛稳健（股债平衡型）6HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828368"银河银泰理财分红（股债平衡型）6HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828369"德盛小盘精选（股债平衡型）6HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828370"银华保本增值（偏债型）7HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828371"南方避险增值（偏债型）7HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828372"南方宝元（偏债型）8HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828373"中融融华债券（偏债型）8HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828374"富国天利（债券型）8HYPERLINK"C:\DocumentsandSettings\Administrator\LocalSettings\Temp\Word\"\l"_Toc81828375"长信中信全债（债券型）9HYPERLI