【中国银河证券:A股市场有望震荡向上】中国银河证券研报表示,总体来看,A股市场有望呈现出震荡向上的行情特征。三大主线配置机会:第一,安全边际较高的资产。低估值、高股息特性契合中长期资金配置需求,在外部不确定性与低利率环境下兼具安全边际与收益确定性。第二,科技仍将是中长期配置主线。短期来看,在市场主线快速轮动的环境下,建议关注估值较低的细分板块。第三,政策提振下的大消费板块。以旧换新政策显效,今年第三批消费品以旧换新资金将在7月下达。新消费潜力在消费行为重构与技术深度赋能下持续释放。

金融界
29 Jun
中国银河证券研报表示,总体来看,A股市场有望呈现出震荡向上的行情特征。三大主线配置机会:第一,安全边际较高的资产。低估值、高股息特性契合中长期资金配置需求,在外部不确定性与低利率环境下兼具安全边际与收益确定性。第二,科技仍将是中长期配置主线。短期来看,在市场主线快速轮动的环境下,建议关注估值较低的细分板块。第三,政策提振下的大消费板块。以旧换新政策显效,今年第三批消费品以旧换新资金将在7月下达。新消费潜力在消费行为重构与技术深度赋能下持续释放。

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