【中金:结合中报业绩关注三条投资主线】中金公司研报表示,结合中报业绩关注三条投资主线:当前外部不确定性仍存,内部宏观经济温和复苏,业绩期投资者有望更关注基本面动向,通过中报寻找结构性亮点。业绩披露阶段重点关注:1)中报业绩亮点领域,例如黄金板块、受益于以旧换新的消费领域、科技硬件等。2)与经济周期和外部风险关联度不高的高景气机会,例如AI产业链,以及白色家电、工程机械和电网设备等。3)温和复苏环境下率先实现供给侧出清的行业,包括工业金属、锂电池、创新药、商用车、轨交设备和铁路公路等。

金融界
07 Jul
中金公司研报表示,结合中报业绩关注三条投资主线:当前外部不确定性仍存,内部宏观经济温和复苏,业绩期投资者有望更关注基本面动向,通过中报寻找结构性亮点。业绩披露阶段重点关注:1)中报业绩亮点领域,例如黄金板块、受益于以旧换新的消费领域、科技硬件等。2)与经济周期和外部风险关联度不高的高景气机会,例如AI产业链,以及白色家电工程机械电网设备等。3)温和复苏环境下率先实现供给侧出清的行业,包括工业金属、锂电池创新药、商用车、轨交设备和铁路公路等。

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