【中金公司：结合一季报业绩关注三条投资主线】中金公司研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，包括工业金属、油服工程、消费电子、元件、光学光电、汽车零部件、锂电池、商用车、白色家电、轨交设备、通讯设备、通信服务和铁路公路等。

金融界

Apr 08, 2025

中金公司研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，包括工业金属、油服工程、消费电子、元件、光学光电、汽车零部件、锂电池、商用车、白色家电、轨交设备、通讯设备、通信服务和铁路公路等。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2525826006"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2525826006\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2525826006?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-04-08 08:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2525826006","market":"sh","top_or_hot":-1,"title":"【中金公司：结合一季报业绩 关注三条投资主线】 中金公司研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，包括工业金属、油服工程、消费电子、元件、光学光电、汽车零部件、锂电池、商用车、白色家电、轨交设备、通讯设备、通信服务和铁路公路等。","media":"金融界","content":"<html><body><div> <span><a href=\"https://laohu8.com/S/601995\">中金公司</a></span>研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，包括工业金属、油服工程、消费电子、元件、光学光电、汽车零部件、锂电池、商用车、白色家电、轨交设备、通讯设备、通信服务和铁路公路等。</div></body></html>","source":"jinrongjie_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>【中金公司：结合一季报业绩 关注三条投资主线】 中金公司研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，包括工业金属、油服工程、消费电子、元件、光学光电、汽车零部件、锂电池、商用车、白色家电、轨交设备、通讯设备、通信服务和铁路公路等。</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【中金公司：结合一季报业绩 关注三条投资主线】 中金公司研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，包括工业金属、油服工程、消费电子、元件、光学光电、汽车零部件、锂电池、商用车、白色家电、轨交设备、通讯设备、通信服务和铁路公路等。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-08 08:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://24h.jrj.com.cn/2025/04/08081049363080.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中金公司研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，...</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/04/08081049363080.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999002828.SGD","symbol_name":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","start_time":0,"source_url":"https://24h.jrj.com.cn/2025/04/08081049363080.shtml","article_id":"2525826006","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2525826006","pubTimestamp":1744071030,"columns":[],"sourceInfo":{"source_id":"jinrongjie_stock","name":"金融界"},"weMediaInfo":null,"summary":"中金公司研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，包括工业金属、油服工程、消费电子、元件、光学光电、汽车零部件、锂电池、商用车、白色家电、轨交设备、通讯设备、通信服务和铁路公路等。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159582":"半导体","159583":"通信设备","159732":"消费电子","601995":"中金公司","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","BK1516":"腾讯概念","BK1501":"阿里概念股","03908":"中金公司","BK0276":"资本市场","BK1147":"投资银行业与经纪业","BK1564":"中资券商股"},"translate_title":"[CICC: Pay attention to three main investment lines in combination with the performance of the first quarter report] CICC's research report stated that with the implementation of policies and the adjustment of the technology market, during the arrival of the performance period of the first quarter report, combined with the obvious increase in external uncertainties, current investors are expected to Paying more attention to fundamental trends, grasping fundamental inflection points and repairing flexibility may be important investment ideas at present. The performance disclosure stage focuses ","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159582":1,"159583":1,"159732":1,"601995":1,"03908":1},"content_text":"中金公司研报表示，伴随政策落地和科技行情调整，在一季报业绩期到来期间，结合外部不确定性的明显提升，当前投资者有望更关注基本面动向，把握基本面拐点以及修复弹性可能是当前重要的投资思路。业绩披露阶段重点关注：1）一季报和年报业绩可能超预期或环比改善的景气领域。2）业绩逐步从周期底部回升、产业趋势明确的细分领域，例如半导体、消费电子、通信设备等TMT相关行业。3）温和复苏环境下率先实现供给侧出清的行业，包括工业金属、油服工程、消费电子、元件、光学光电、汽车零部件、锂电池、商用车、白色家电、轨交设备、通讯设备、通信服务和铁路公路等。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}