智通财经APP获悉,招商证券发布研报称,短期A股调整接近尾声,转为低斜率上行更加持续。在经过调整后,市场情绪可能会边际放缓,增量资金节奏可能会更加健康,该行认为,市场接下来转为更低斜率上行的概率较大。市场仍处在牛市第二阶段,调整后的核心应对策略是“拥抱低渗透率赛道”,当前可关注固态电池,AI算力,人形机器人,商业航天等领域。除此之外,中期角度,也可关注高内在回报率质量成长策略。招商证券主要观点如下...
Source Link智通财经APP获悉,招商证券发布研报称,短期A股调整接近尾声,转为低斜率上行更加持续。在经过调整后,市场情绪可能会边际放缓,增量资金节奏可能会更加健康,该行认为,市场接下来转为更低斜率上行的概率较大。市场仍处在牛市第二阶段,调整后的核心应对策略是“拥抱低渗透率赛道”,当前可关注固态电池,AI算力,人形机器人,商业航天等领域。除此之外,中期角度,也可关注高内在回报率质量成长策略。招商证券主要观点如下...
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