【中信证券：5月A股将继续呈现风偏回暖、主题轮动的特征】金十数据5月5日讯，中信证券发文称，5月预计风险偏好还有回升空间，A股将继续呈现风偏回暖、主题轮动的特征，以低机构持仓的主题型交易机会为主。建议聚焦三个不变的大趋势：一是中国自主科技能力的提升趋势不会动摇；二是欧洲重建自主防务，提升能源、基建和资源储备的趋势不会动摇；三是中国势必要走通“双循环”，加速完善社会保障并激发内需潜力是政策的必选项。
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