来源:中信建投证券研究文|夏凡捷 李家俊近几个月投资者对基本面的关注有所钝化,但随着市场估值修复完成和进入慢牛整理期,基本面因素可能重回视野。慢牛格局一方面固然需要景气赛道作为先锋队,另一方面也很难在缺乏整体基本面支撑的情况下形成,具体来说至少也需要看到通缩倾向出现扭转,而这也可能成为吸引海外资金进一步配置中国资产的关键因素。整体来看,当前市场资金面和情绪面属于高位整理并未崩塌,景气赛道仍然催化...
Source Link来源:中信建投证券研究文|夏凡捷 李家俊近几个月投资者对基本面的关注有所钝化,但随着市场估值修复完成和进入慢牛整理期,基本面因素可能重回视野。慢牛格局一方面固然需要景气赛道作为先锋队,另一方面也很难在缺乏整体基本面支撑的情况下形成,具体来说至少也需要看到通缩倾向出现扭转,而这也可能成为吸引海外资金进一步配置中国资产的关键因素。整体来看,当前市场资金面和情绪面属于高位整理并未崩塌,景气赛道仍然催化...
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