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

智通财经
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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