【华泰证券:维持中期红利+内需+科技的配置建议 短期可适度积极】华泰证券研报称,5月7日,国新办召开介绍“一揽子金融政策支持稳市场稳预期”有关情况的新闻发布会,研报认为,类平准基金相关表述积极,叠加中美经贸问题有积极变化,有望夯实股指下沿,支撑场内资金的风险偏好。风格上,中期看,推动中长期资金入市,大盘权重股更受益。板块上,科创+消费是政策支持重点再确认。维持中期红利+内需+科技的配置建议,短期可适度积极。

金融界
08 May
华泰证券研报称,5月7日,国新办召开介绍“一揽子金融政策支持稳市场稳预期”有关情况的新闻发布会,研报认为,类平准基金相关表述积极,叠加中美经贸问题有积极变化,有望夯实股指下沿,支撑场内资金的风险偏好。风格上,中期看,推动中长期资金入市,大盘权重股更受益。板块上,科创+消费是政策支持重点再确认。维持中期红利+内需+科技的配置建议,短期可适度积极。

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