majesticgoldmegaways| The stock market will fluctuate upwards, and investment opportunities will mainly include growth stocks.
根据国泰君安(601211)证券发布majesticgoldmegaways的A股策略周报《投资机会在年中》,股市对中长期和短尺度的风险已经计价,向后看不确定性有望降低。预计年中股市将震荡上行,投资机会主要在具备成长性的股票。报告指出,不确定性降低的边际一是不利因素计价充分,机构对权益欠配majesticgoldmegaways;边际二是政策明确“增强资本市场的内在稳定性”;边际三是财政支出有望提速、制造转型与价格通胀回正,系统性风险缓释。
投资机会主要看好科技制造、具有成长性的周期材料与消费,以及资源品、港股优质公司等。然而,仍需注意海外高利率持续时间超预期和全球地缘政治的不确定性。该报告由国泰君安证券策略方奕团队发布。
板块名称消费电子、券商概念关键词不确定性降低、财政支出加快、制造转型与价格通胀回正看多看空(看多)不确定性降低的边际是不利因素计价充分,机构对权益欠配;政策明确增强资本市场的内在稳定性;财政支出有望提速、制造转型与价格通胀回正,系统性风险缓释。【国君策略 | 周论】投资机会在年中和讯自选股写手风险提示:以上内容仅作为作者或者嘉宾的观点,不代表和讯的任何立场,不构成与和讯相关的任何投资建议。在作出任何投资决定前,投资者应根据自身情况考虑投资产品相关的风险因素,并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性,对此和讯不做任何保证和承诺。Tags:
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