【华泰证券:军工板块基本面或已处于反弹阶段】华泰证券指出,军工上游信息化、新材料等上游领域的部分标的在需求、订单甚至业绩层面已出现明显好转迹象,或表明军工板块基本面已进入反弹阶段。我们维持“一主两率”投资框架,建议关注信息化、新材料、航空发动机、新质新域方向。

金融界
08 May
华泰证券指出,军工上游信息化、新材料等上游领域的部分标的在需求、订单甚至业绩层面已出现明显好转迹象,或表明军工板块基本面已进入反弹阶段。我们维持“一主两率”投资框架,建议关注信息化、新材料、航空发动机、新质新域方向。

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