红利、科技、消费、军工等品种均值得关注;看好运营商基本面改善| 券商晨会

每日经济新闻
Jun 27, 2025

|2025年6月27日 星期五|NO.1 华西证券:红利、科技、消费、军工等品种均值得关注华西证券指出,本轮行情快速上涨,主要是稳市资金流入后,市场上修波动预期的结果。在此前的低波预期下,“稳市资金推动行情企稳”这一增量信息足以对行情形成超预期推动效果。从两轮行情的复盘来看,本轮行情适合以分散化的方式博弈,红利、科技、消费、军工等品种均值得关注;同时,若市场在大幅上涨后动能减弱,隐含波动率大幅回落...

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