风格不会切换,主线持续强化|国泰海通策略6月金股

市场资讯
Jun 04, 2025

(转自:一观大势)作者:方奕/苏徽核心观点:中国股市“转型牛”的格局越来越清晰,战略看多2025。行情的关键动力来自无风险利率下降与风险认识的系统性降低。新兴科技是主线,周期金融是黑马。摘要▶6月组合:1、非银:东方财富/新华保险;2、银行:江苏银行;3、海外科技:腾讯控股/阿里巴巴-W;4、电子:芯碁微装;5、机械:恒立液压;6、军工:中航沈飞;7、计算机:新大陆;8、传媒:完美世界;9:医药:...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10