中信证券研报认为市场风格进入震荡期。从主题环境来看综合流动性指标和市场风格特征市场边际利好因素影响减弱聚焦于产业趋势确定

智通财经
03 Aug
中信证券研报认为市场风格进入震荡期。从主题环境来看综合流动性指标和市场风格特征市场边际利好因素影响减弱聚焦于产业趋势确定以及受外部扰动较少的板块。从催化因素和时序上看下半年通常是国产科技行业的密集技术发布周期同时AI算力、AI应用、医疗出海、军工、固态电池等方向确定性持续增强。结合市场环境、催化因素以及综合量化指标研判建议关注。

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