【中金：A股节后有望迎来“开门红”】金十数据5月6日讯，中金公司研报认为，一季度A股上市企业业绩边际改善，关税预期在小长假期间略显和缓，港股美股在A股休市期间表现较好，国内外环境对A股整体影响偏积极，在此背景下A股节后有望迎来“开门红”。配置层面，结合关税影响和行业景气度，建议考虑以下思路：1）景气回升并且受关税影响不大的领域，例如DeepSeek突破加速AI产业发展，AI产业链中的云计算、算力等基础设施环节，再到机器人、智能驾驶等应用环节，仍是重要主线。此外，部分对美敞口不高的出口链，如工程机械、电网设备、商用车等也值得关注。2）现金流优质、与外需关联度不高的红利板块，例如水电、电信运营商、食品饮料等行业的龙头公司。
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.