光大证券:市场或将以结构性行情、热点轮动为主

格隆汇APP
Apr 15, 2025

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格隆汇4月15日|光大证券指出,近几日,关于美国的“关税豁免”问题,出现了多次反转,但整体上看,还是改善了市场的信心,推动市场延续反弹。展望后市,关税带来的冲击逐渐过去,市场有望持续反弹修复;但成交量持续萎缩,市场或将以结构性行情、热点轮动为主。方向上关注外贸相关概念,广交会将于4月15日至5月5日分三期在广东省广州市举行,在近期关税风暴的背景下,或将有支持出口的利好消息出炉,刺激相关行业板块。

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