金牛基金经理展望2021！谢治宇、傅友兴、周应波、李晓星、冯明远都来了

公募基金“两连牛”，2020年平均收益率更是在50%左右，这趟车你赶上了吗？

刚发了年终奖，想买点基金，又担心A股“牛不过三”？ 科技 、医药、消费、周期，不知道该怎么选……

别急，中证君帮你咨询了五位重磅级金牛基金经理，来看看他们如何看2021年市场的风险和机会，还透露了哪些投资小秘密！

兴证全球基金谢治宇：

正反驱动因素交织 适当降低收益率预期

此外，基金投资依旧可以是资产配置中相对重要的选择。从全 社会 资产配置角度看，居民在权益市场的配置是显著不足的。如果未来以合理的价格在权益市场进行配置，用10年的维度去看，有可能还是先人一步的举动，获得资本市场长期发展的红利。

广发基金傅友兴：

从宏观经济看，2021年全球经济将是“复苏进行时”，中国经济复苏节奏将继续领先，但会呈现前高后低的态势。目前国内工业生产已经恢复到正常水平，地产和基建存在一定韧性，而消费、出口和制造业投资继续改善，未来1-2个季度经济将继续复苏。到2021年下半年，地产和出口存在边际走弱的可能，但暂时还看不到大幅向下的风险。

二是符合中国经济转型升级发展的长期方向。 科技 创新和内需提振是比较明确的方向，符合产业政策导向的行业包括大消费领域的行业和高端制造和 科技 创新相关领域。长远看，这是两个成长确定性较高的、成长空间较大的赛道。

中欧基金周应波：

经济从复苏走向繁荣 看好三大方向机会

展望2021年，宏观经济大概率从复苏走向繁荣，在疫情复苏后整体震荡向上发展。需求侧改革优化需求结构，结合供给侧改革优化生产结构，依然会在很多领域创造结构性机会。

在经济复苏走向繁荣的背景下，主要看好三大方向机会。一是受到经济提振、经营好转的可选消费品，如 汽车 、家电等。二是高端制造业。疫情考验下，中国制造业产业链凸显竞争力，中国作为全球制造业中心的地位愈发巩固。化工、机械、建材等高端制造细分领域全球出口份额持续扩张，具备极强的全球竞争力。三是新兴经济领域，如智能 汽车 、云计算等，国内政策大力支持、庞大的需求市场、新一轮技术周期带来广阔的投资机会。

银华基金李晓星：

中国 科技 和消费领域两大比较优势凸显

我国相对其他国家有两个很强的比较优势。第一个是在高端制造业方面的比较优势。虽然我国在创新能力方面与欧美有一定差距，但是把科研成果转化为商品的能力是全球领先的。在这个比较优势下，中国会诞生全球最好的制造业相关 科技 型企业。在 科技 领域，看好电动车、光伏、智能终端、软件应用和传媒内容等。

第二个比较优势是拥有全球最大的消费市场。通过此次疫情可以发现，我国的疫情控制是全世界做得最好的之一，我国的消费市场也是恢复最快的。在如此巨大的消费市场下，一定会诞生全球最大的消费品公司。在消费领域，看好可选消费、乳制品和医药。

信达澳银基金冯明远：

展望2021年，伴随着疫苗的逐渐普及，全球宏观经济将呈现出渐进复苏态势，中国经济则将大概率重新回到高增长通道中来，预计2021年货币政策和财政政策的基调将大概率偏中性。

由于国外疫苗的普及需要时间，预计2021年上半年我国制造业出口很有可能维持较为景气态势。面对新的国际环境，中国本土市场的重要性将会显著提升，预计2021年围绕5G的新基建或将再次加速建设，半导体产业的国产替代和网络安全产业将得到政策的大力支持；伴随着全球经济复苏，消费电子产业链内的中国企业，则极有可能迎来新一轮增长。

长期来看， 科技 是优质赛道。国家发展 科技 的决心明确，国产替代发展潜力巨大，优质 科技 企业成长空间可期。未来，中国 科技 产业的升级将会成为国家经济发展的核心动能之一，中国也将持续受益于 科技 进步带来的巨大福利。

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强大的研发能力是DASS大深传感器持续发展的坚实基础。我们引进专业的高端人才队伍，打造精准的研发管理体系。多年来始终坚持务实、创新、专业、真诚的理念，坚持技术创新，推动产品更新迭代！

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常用缩写

AAMOF as a matter of fact

ADN any day now

AFAIC as far as I'm concerned

AFAICS as far as I can see

AFAICT as far as I can tell

AFAIK ＝ as far as I know 就我所知

AFAIR as far as I remember

AFK away from keyboard

AISB as I said before

AISI as I see it

AIUI as I understand it

AKA - " Also Known As"

AKA also known as

ANFAWFOS and now for a word from our sponsor

ANFSCD And now for something completely different...

ARP - " Address Resolution Protocol"

ARQ - " Automatic Repeat Request"

ASAP as soon as possible

ASCII(American Standard Code for Information Interchange) ：美国信息交换标准码。

ASP(Active Server Pages) ：是一种基于 Windows NT 的 IIS 的服务器端的脚本编写环境。

ATLA another three letter acronym

AWGTHTGTATA Are we going to have to go through all this again?

AWGTHTGTTA Are we going to have to go through this again?

AYOR at your own risc

BAK back at keyboard

BBL be back later 稍后便回

BBS - " Bulletin Board Software" and " Bulletin Board System"

BBS be back soon

BCNU be seeing you

BF boyfriend

BFN bye for now

Big5 ：大五码，中文内码之一， 此码代表中文繁体字， 为港、台地区广泛使用。

BIOS(Basic Input and Output System) ：基本输入输出系统。

BOT back on topic

BRB ＝ be right back 很快回来

Browser ：浏览器，一种可在 Internet 上任何地方查找和访问文件的程序， 如网景公司 (Netscape) 所推出的 Netscape Navigator 或微软公司 (Microsoft) 的 Microsoft Internet Explorer 。

BSD - " Berkeley Software Distribution"

BSF but seriously folks

BST but seriously though

BTAIM be that as it may

BTDT been there done that

BTHOM Beats the hell outta me!

BTSOOM Beats the shit out of me!

BTW ＝ by the way 顺便说一下

BTWBO Be there with bells on.

Cc: - " Carbon Copy"

CD(Compact Disc) ：光盘。

CGI - " Comman Gateway Interface"

CGI(Common Gateway Interface) ：通用网关接口，通用网关接口，是 Web 服务器与外部应用程序之间的一个接口标准。

CIU(Computer Interface Unit) ：计算机接口部件。

CMIIW Correct me if I'm wrong.

COTFLGOHAHA Crawling on the floor laughing guts out and having a heart attack.

CU See you.

CUA commonly used acronym

CUL See you later. 再会

CUL8R See you later.

CWYL Chat with you later.

CYA Cover your ass.

D&C Duck and cover.

DBMS(Date Base Mananement System) ：数据库管理系统。

DC ＝ Washington D ． C 华盛顿特区

DDE(Dynamic Date Exchang) ：动态数据交换。

DEC(Digital Equipment Corporation) ：数字设备公司。

DES - " Data Encryption Standard"

DIIK ＝ damned if I know 我的确不知道

DILLIGAD Do I look like I give a darn?!

DILLIGAF Do I look like I give a fuck!

DIY do it yourselves

DIY(er)(Do It Yourself) ：自己动手做，泛指 *** 作、使用、安装、维护计算机的人。

DNPM darn near pissed myself

DNS - " Domain Name Service"

Domain ：域，称为网络区域， 每区有独立的运行方式。

DOS(Disk Operating System) ：磁盘 *** 作系统，是一种早期最常见的 *** 作系统。

DUCWIC Do you see what I see?

DVD(Digital Video Disk) ：数字视盘。

DWISNWID Do what I say not what I do.

DYHWIH Do you hear what I hear?

DYJHIW Don't You just hate it when...

E2EG ear to ear grin

EIDE(Enhanced Integrated Drive Electronics interface) ：增强型集成驱动器电子接口标准，传输速度高，适于大硬盘。

EIN(Educational Information Network) ：教育信息网。

Elm - " Electronic Mail for UNIX"

E-mail ：电子邮（函）件，是计算机应用软件的通用术语， 可使用户在不同的计算机上发送信息， 电子邮件是网络上最常用的通信方式。

EOD end of discussion

EOF end of file

EOS end of show

ESAL Eat shit and live!

ETLA extended three letter acronym

FAAK falling asleep at keyboard

FAFWOA for a friend without access

FAQ - " Frequently asked questions"

Fcc: - " File Carbon Copy"

FIFO first in first out

Firewall ：防火墙，用来分割网域、过滤传送和接收资料、及防制非法入侵。

FITB Fill in the blank.

FOAD Fuck off and die.

FOAF friend of a friend

FOAFOAG father of a friend of a girlfriend

FOAG father of a girlfriend

FOC free of charge

FTASB faster than a speeding bullet

FTF ＝ face to face 面对面

FTL faster than light

FTP - " File Transfer Protocol" (now often seen in lower case as " ftp" )

FTP(File Transfer Protocol) ：文件传输协议，是 Internet 网上最早使用的文件传输程序。

FU fucked up

FUBAR - " F'd Up Beyond All Recognition"

FUBAR fucked up beyond all recognition

FUBB fouled up beyond belief

FUD (spreading) fear, uncertainty, and disinformation

FWIW ＝ for what it's worth 对其价值而言

FYA for Your amusement

FYE for Your entertainment

FYI ＝ for your information 供参考

GA go ahead

GAFIA get away from it all

GAL get a life

Gateway ：网关，资料传输在不同的网段相接的接口。

GB ：国标码，中文内码之一， 此码代表中文简体字， 为中国大陆广泛使用。

GD&R - " Grinning, Ducking and Running (After snide remark)"

GF girlfriend

GFAK go fly a kite

GG - " Good Game"

GGN gotta go now

GIGO garbage in, garbage out

GIWIST Gee, I wish I'd said that.

GMT - " Greenwich Mean Time"

GMTA great minds think alike

GNU - " GNU is Not Unix (recursive)"

GR&D grinning, running &ducking

GTFOOMF Get the fuck out of my face.

GUI - " Graphical Users Interface"

HAK hugs and kisses

HAND - " Have A Nice Day"

HAND have a nice day

HLOL hysterically laughing out loud

HLOLARAWCHAWMP hysterically laughing out loud and rolling around while clapping hands and wetting my pants

homepage ：主页，在任何超文本系统中， 作为进入 Web 有关文档的初始入口点的文档。

HOMPR Hang on, mobile phone's ringing.

HP who's then running horrified into the street beeing killed accidentally by a yellow bulldozer ROTFLBTCUTS ... ... unable to stop

HTH - " Hope This/To Help(s)"

HTML - " HyperText Markup Language"

HTML ：超文本标示语言，此语言专用在全球互联网上， 为网上标准格式化的一种， 需用浏览器来观看。

HTTP - " HyperText Transfer Protocol"

HTTP ：超文本传送方式，此为网页常用的传送方式之一。

HWS(PEST) husband wants sex (please excuse slow typing)

hyperlink ：超链，此为连接另一些网页的入囗， 含有此连接点的文字通常以蓝字底线显示。

hypertext ：超文本，此文件规格含有超文本处理语言， 可以通过链接至其它地方， 用於网页上。

IAC in any case

IAE ＝ in any event 无论如何

IAE in any event

IANAL I am not a lawyer (also IANAxxx, such as IANACPA)

IANALBIPOOTV I am not a lawyer, but I play one on TV

IARTPFWTSIOWIM I am repeating this parrot-fashion with out the slightest idea of what it means.

IBC inadequate, but cute

IBTD I beg to differ.

IC ＝ I see 我明白

ICCL - " I Could Care Less"

ICMP(Internet Control Messages Protocol) ： Internet 信报控制协议，如果服务器关闭了该协议服务，那么你将无法" ping" 通它。

IDE(Integrated Drive Electronices interface) ：集成驱动器电子接口标准，是硬盘广泛使用的一种接口标准。

IDGAD I don't give a damn.

IDGAS I don't give a shit.

IDK I don't know IDK - " I don't know"

IHTFP - " I have truly found paradise" (or: I hate this f'n place)

IIRC - " If I Recall Correctly"

IIRC If I recall correctly

IITYWIMWYBMAD If I tell you what it means will you buy me a drink?

IITYWTMWYKM If I tell you what this means will you kiss me?

IIWM if it were me (mine)

ILIWTPCT I love it when the plan comes together

ILSHIBAMF I laughed so hard I broke all my furniture!

IMAP(Internet Message Access Protocol) 协议： Internet 消息访问协议，这是一种比 POP3 协议更具先进特性的协议。

IMBO in my biased opinion

IMCAO in my completely arrogant opinion (Use for attracting flames!)

IMCO in my considered opinion

IME in my experience

IMHO ＝ in my humble opinion 依本人愚见

IMNSHO in my not so humble opinion

IMO ＝ in my opinion 在我看来

INPO in no particular order

IO - " Input Output" As in file IO.

IOW ＝ in other words 换句话说

IP Address ：网络协定位址，又称网络地址、 IP 地址， 此地址在全球网络上独一无二， 不可重复。

IP(Internet Protocol) ：网络协议。

IRC - " Internet Relay Chat"

IRL in real life

ISA(Industrial Standard Architecture) ：工业标准结构，是即将淘汰的一种总线结构。

ISO(International Organization for Standardization) ：国际标准化组织。

ISP - " Internet Service Provider"

ISP(Internet Setvice Provider) ： Internet 服务提供商。

ISTM it seems to me

ISTR I seem to recall

IT(Information Technology) ：信息技术。

ITA I totally agree

IYKWIM - " If You Know What I Mean"

IYKWIMAITYD - " If You Know What I Mean And I Think You Do"

IYSWIM If You see what I mean.

JAM Just a minute.

Java ：爪哇语言， Java 是 SUN 公司的编程语言， 用于编制面向网络的小应用程序 (Applet) ， 墒雇�秤卸��男Ч�霸怂愕哪芰Α?

JavaScript ：这是一种在网页中使用的描述语言，可以使网页变得生动活泼。微软版的 JavaScript 被称之为 JScript ，可以在 ASP 中使用。

JM2C - " Just My 2 Cents"

KISS keep it simple, stupid

L ＆ R ＝ later 稍后

LAN - " Local Area Network"

LAN(Local Area Network) ：局域网。

LIFO last in first out

LLTA Lots and lots of thunderous applause!

LMFAO Laughing my fucking ass off.

LOL ＝ laughing out loud 大声笑

LSHMSH laughing so hard my side hurts

LTIP laughing till I puke

MB(Mega Byte) ：百万字节，也称找兆字节，为 1024*1024 个字节。

MDA - " Mail Delivery Agent"

Metal Oxide Semiconductor Field Effect Transistor"

MFG more friendly garbage

MFTL my favorite toy language

MHOTY my hat's off to you

MIDI(Musical Instrument Digital Interface) ：乐器数字接口。

MIME - " Multi-purpose Internet Mail Extensions"

MMIF my mouth is full MOSFET - "

MTFBWY May the force be with you!

MTG ＝ meeting 会议

MUD - " Multiple User Dungeon" an interactive multiuser game

MYOB Mind your own business!

NALOPKT Not a lot of people know that.

NBD no big deal

NFI no friggin' idea

NFW no fucking way

NH - " Nice Hand"

NIMBY not in my back yard

NIT ＝ night 晚上

NNTP - " Network News Transfer Protocol"

NOS(Network Operate System) ：网络 *** 作系统。

NRN ＝ no reply necessary 不必回答

NS(Network Service) ：网络服务。

NTL nevertheless

NTP - " Network Time Protocol"

NTTAWWT not that there's anything wrong with that

NY ＝ New York 纽约

O.K. - abbreviation of " oll korrect"

OAO over and out

OATUS on a totally unrelated subject

OAUS on an unrelated subject

OBTW oh, by the way

OIC Oh ， I see ．我明白了。

OICQ 使用的便是本协议。

OLE(Object Linking and Embedding) ：对象链接与嵌入。

OLL KORRECT, so the abreviation for those words were O.K.

ONNA Oh no, not again!

ONNTA Oh no, not this again!

OOTB out of the box (brand new)

OOTC obligatory on-topic comment

OS(Operating System) ： *** 作系统。

OSF - " Open Software Foundation"

OSI(Open System Intercinnection) ：开放系统互连。

OTC Over the counter

OTOH ＝ on the other hand 另一方面

OTOOH on the other other hand

OTT over the top

OTTH on the third hand

OTTOMH off the top of my head

OTTOMHAROOB off the top of my head and rolling out of bounds

OTW on the whole

OWTTE or words to that effect P.S. - " Post Script"

PCI(Peripherial Component Interconnect) ：外围设备互连，也是一种总线结构。

PD public domain

PEM ＝ privacy enhanced mail 保密邮件

PERL - " Pratical Extraction and Reporting Language" or " Pathologically Eclectic Rubbish Lister" "

Perl 语言：目前在写 CGI 程序中最流行的一种语言， 大部份用来写给通用网关接口处理一些网页传送。

PINE - " Pine Is Not Elm"

PITA pain in the ass

PLS ＝ please 请

PMFJI - " Pardon Me For Jumping In (another polite way to get into a running discussion"

PMIGBOM Put mind in gear, before opening mouth!

PMJI - " Pardon My Jumping In (another polite way to get into a running discussion"

PMYMHMMFSWGAD Pardon me, you must have mistaken me for some one who gives a damn

POP3 协议：电子邮件接收协议第三版，支持该协议的电子邮件服务器允许用户把服务器端的电子邮件用电子邮件收发程序接收到本地来。

POV point of view PovRay - " Persistence of Vision Ray Tracer"

PPP - " Point-to-Point Protocol"

PS - " Post Script"

RAEBNC Read and enjoyed, but no comment.

RARP - " Reverse Address Resolution Protocol"

Re: - " Regarding" . Often used in mail software.

Req: - " Request" .

RFC - " Request For Comments"

ROTBA reality on the blink again

ROTFFNAR rolling on the floor for no apparent reason

ROTFL ＝ rolling on the floor laughing 笑得在地上打滚

ROTFLAHMS ... and holding my sides

ROTFLASTC ... and scaring the cat

ROTFLBTC ... biting the carpet

ROTFLBTCACTC ... ... and scaring the cat

ROTFLBTCASTCIIHO ... ... ... if I had one

ROTFLBTCDICAJTTWADBSIHPWTRHITSBKABAYB ... dancing in circles and jumping through the window almost dieing by smashing into

ROTFLGO ... guts out

ROTFLMAO - " Rolling On The Floor Laughing My Ass Off"

ROTFLOL ... out loud

ROTFLOLVH ... out loud very hard

ROTFLSTC ... scaring the cat

ROTFTPOF ... trying to put out flames

ROTFWTIME rolling on the floor with tears in my eyes

RSN real soon now (which may be a long time coming)

RTF - " Rich Text Format"

RTFAQ read the FAQ RTFI read the fucking instructions

RTFM read the fucking manual

RTFMA read the fucking manual, again

RTFMS Read the fucking manual, sir! (from the military)

RTM ＝ read the manual 读指导手册

RUOK Are You OK? SBCN Sitting behind the computer naked.

SCNR Sorry, couldn`t resist.

SCSI(Small Computer Standand Interface) ：小型计算机磁盘标准接口。

SGML - " Standard Generalized Markup Language"

SHM Shit happens, mate. SICS sitting in chair snickering

SIMCA sitting in my chair amused

SITD still in the dark SLIP - " Serial Line Internet Protocol"

SMOP small matter of programming

SMTP - " Simple Mail Transfer Protocol"

SMTP 服务器才能被发送出去。

SMTP(Simple Message Transfer Protocol) 协议：简单邮件传输协议，用于电子邮件的传输。电子邮件需要有

SNAFU situation normal, all fucked up

SNR signal to noise ratio

SO significant other

SOHF - " Sense Of Humor Failure"

SOI stunk on ice sp? - abbreviation of " spelling?"

SPAM - " Stupid Persons' AdvertiseMent "

SWAG - " Scientific Wild Ass Guess

SWALK - " Sealed With A Loving Kiss"

SWISH - " Simple Web Indexing System for Humans"

TAFN that's all for now

TANJ there ain't no justice

TANSTAAFL there ain't no such thing as a free lunch

TARFU things are really fouled up

TCP(Transmission Control Protocol)/IP(Internet Protocol) 协议：用于网络的一组通讯协议，包括传输协议和网际协议。

TCP/IP - " Transmissions Control Protocol/Internet Protocol"

TGAL think globally, act locally

THOT ＝ thought 思想

TIA - " The Internet Adaptor"

TIA ＝ thanks in advance 先谢谢了

TIC tongue in cheek

TINALO this is not a legal opinion

TINAR this is not a recommendation

TINWIS that is not what I said

TLA ＝ three-letter acronyms 三个字母的缩写词

TLA VG ＝ very good 非常好

TMTOWTDI there's more than one way to do it

TNOTVS theres nothing on TV so,....

TNX thanks TPS(S) this program sucks (severely)

TPTB the powers that be

TRDMC tears running down my cheeks

TSOHF total sense of humor failure

TTBOMK to the best of my knowledge

TTFN ta ta for now

TTUL ＝ talk to you later 以后再说

TTY - " Tele-TYpe"

TTYL talk to you later

TTYRS talk to you real soon

TUFD the user file died

TVM thanks very much

TWIMC - " To Whom It May Concern"

TYCLO Turn your CAPS LOCK off. (Quit shouting.)

TYVM ＝ thank you very much 非常感谢

U ＝ you 你

UBD user brain damage

UDP - " User Datagram Protocol"

UDP(User Datagram Protocol) 协议：用户数据报协议，这是一种架设于TCP/IP 协议之上的快速协议，但不具备较好的安全性

UPGS unfinished project guilt syndrome

UPS(Uninterrupted Power Supply) ：不间断电源。

UR ＝ your 你的

URL - " Uniform Resource Locator"

URL ：全球资源统一定位符，网页在全球互联网上独一无二的定位点。

UTC under the counter

UTT under the table

VCD(Video Compact Disc) ：可视光盘。

VETLA very enhanced

VGA(Video Graphica Array) ：视频图形阵列。

VR virtual reality

VRAM(Video Read Access Memory) ：显示存储器，供显示卡使用。

VRML(Virtual Reality Modeling Language) ：虚拟实境模拟语言， 此语言可使网页产生虚拟现实 (Virtual Reality) 的立体动画效果。

WAB? What another bill?

WAG wild ass guess

WAIS - " Wide Area Information Server "

WAIS(Wide Area Information Server) ：广域网信息服务。

WAN - " Wide Area Networks "

WAN(Wide Area Network) ：广域网或称远距离网络。

WDYMBT What do you mean by that?

WEDS ／ WEDNES ＝ Wednesday 星期三

WGAS Who gives a shit?

WIBAMU Well, I'll be a monkey's uncle.

WIBNI would it be nice if

WMMOWS Wash my mouth out with soap!

WNOHGB where no one has gone before

WRT ＝ with respect to 关于

WRT with regard to

WT without thinking

WTH what the hell

WTTM without thinking too much

WWW or 3W - " World Wide Web "

WWW( World Wide Web) ：万维网，是 Internet 上发展最快的部分， 需用浏览器查阅。

WYLABOCTGWTR Would you like a bowl of cream to go with that remark?

WYLASOMWTC Would you like a saucer of milk with that comment?

WYSIWYG ＝ what you see is what you get 所见即所得

WYTYSYDG What you thought you saw, you didn't get.

YAOTM yet another off-topic message

YHGASP You have got a serious problem

YMMV - " Your Mileage May Vary" (You may not have the same luck I did)

YWIA - " You're welcome in advance"

YWSYLS You win some, you lose some

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