中国银河证券:A股市场配置价值提升,关注安全边际较高资产、科技主线和大消费板块

美港电讯
13 Apr

【中国银河证券:A股市场配置价值提升,关注安全边际较高资产、科技主线和大消费板块】金十数据4月13日讯,中国银河证券表示,经历近期调整后,A股市场配置价值进一步抬升。中国版平准基金的推出和中长期资金加速入市,为市场注入稳定预期,奠定了A股市场长期稳健运行的基础。建议关注以下领域:1、安全边际较高的资产,如红利板块,具备防御属性;2、科技作为中长期主线,关注产业趋势的催化机会;3、政策提振下的大消费板块,政府工作报告强调大力提振消费,提高投资效益,全方位扩大国内需求。这些领域的投资机会在当前市场环境下具有较高的配置价值。

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