【华泰证券:A股波动率回升 建议布局确定性板块】金十数据5月26日讯,华泰证券表示,上周部分资金落袋为安的需求及小微盘股成交额占比走高 构成了市场后半周调整的底色,当前市场进入日历效应指引的缺失期,“上有顶、下有底”或仍将是市场短期的基准运行状态。配置上建议把握波动中的确定性,一是大金融、消费等板块,二是泛科技仍是中期主线,可择机布局。
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