华泰证券:A股ROE拐点或在四季度出现

天天基金
Aug 29

GUIDE摘要华泰证券:A股ROE拐点或在四季度出现;华西证券:稳市逻辑目前仍受政策支撑;国金证券:投资主线可能从AI领域转向传统制造业;太平洋证券:白酒具备持续修复基础。华泰证券A股ROE拐点或在四季度出现本轮行情介于2006年至2007年基本面驱动和2014年至2015年流动性驱动之间,当前流动性相对充裕,基本面还在磨底过程中,预期ROE的拐点在今年四季度出现,并对市场从信心提振、生态优化、...

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