2025年9月A股投资券商金股及策略汇总一、券商金股组合推荐中原证券推荐标的:国轩高科(002074.SZ)、华大九天(301269.SZ)、海光信息(688041.SH)、新易盛(300502.SZ)等。策略观点:宏观:经济总量平稳,消费需求短期承压,但政策托底预期增强;联储降息或提升市场风险偏好。行业:均衡配置成长(TMT、周期)与价值(金融、消费),关注TMT调整后的增配机会。国金证券推荐...
Source Link2025年9月A股投资券商金股及策略汇总一、券商金股组合推荐中原证券推荐标的:国轩高科(002074.SZ)、华大九天(301269.SZ)、海光信息(688041.SH)、新易盛(300502.SZ)等。策略观点:宏观:经济总量平稳,消费需求短期承压,但政策托底预期增强;联储降息或提升市场风险偏好。行业:均衡配置成长(TMT、周期)与价值(金融、消费),关注TMT调整后的增配机会。国金证券推荐...
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