海通策略:科创板或在牛市新起点

华尔街见闻
10 Nov 2022

核心结论: ①当前科创板估值处于历史低位,盈利依然保持较快增长,投资的性价比已经凸显。②借鉴创业板历史,科创板上市公司IPO募资将逐步兑现到业绩上,23年盈利有望开启向上周期。③科创板主导行业中光伏和锂电维持高景气,半导体、医药和软件基本面23年有望改善,推动科创板盈利增长。 科创板或在牛市新起点 自19年开板以来,科创板已经顺利运行了三年。从市场走势和指数估值看,当前的科创板类似12年底的创业板...

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