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外，具有较好成长性的周期股在这时点也值得重视，这主要是因为疫情使得海外石油和原材料的供给出现问题而各国重启经济将带动需求的改善。需要注意的风险是年底或明年初因为通胀带来的流动性紧缩，届时股价和估值都在高位，波动可能较大。","fund":{"_id":3000000002271,"stockCode":"002271","stockType":"fund","areaCode":"cn","followedNum":11,"blackenedNum":0,"status":"normal","exchange":"jj","fundType":null,"ipoDate":"2015-12-17T16:00:00.000Z","setUpScale":3410280000,"market":"a","tickerId":2271,"custody":"中国建设银行股份有限公司","name":"招商安弘灵活配置混合型证券投资基金","shortName":"招商安弘灵活配置混合A","fundSecondLevel":"hybrid","__csrcFundId":2585,"fundStatus":"normal","lastUpdated":"2025-07-18T02:34:24.708Z","masterFundFlag":1,"inceptionDate":"2015-12-28T16:00:00.000Z","fundCollectionId":4000050210000,"currency":"CNY","masterFundShortName":"招商安弘灵活配置混合","pinyin":"zsahlhpzhhxzqtzjj","managers":[{"stockCode":"db20063922","stockType":"fund_manager","exchange":"fm","tickerId":262412170130,"name":"张西林"}]},"announcement":{"linkText":"招商安弘灵活配置混合型证券投资基金2020年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=454373","linkType":"PDF","source":"csrc_pdf"}}]}