四季度市场可能会“高切低”，建筑板块有望获得增配。当前多因素有望促市场四季度“高切低”：1）前期科技等板块涨幅较大，短期存消化估值压力；2）临近年末，预计机构存调仓换股需求，可能通过减持部分高位板块以锁定全年盈利；3）近期中美贸易摩擦再升温，可能促使市场风险偏好发生变化，市场风格可能阶段性转为防守。若后续市场风格进行“高切低”，则低估值、滞涨、股息率较高的标的有望获资金关注。建筑板块年初以来显著...
Source Link四季度市场可能会“高切低”，建筑板块有望获得增配。当前多因素有望促市场四季度“高切低”：1）前期科技等板块涨幅较大，短期存消化估值压力；2）临近年末，预计机构存调仓换股需求，可能通过减持部分高位板块以锁定全年盈利；3）近期中美贸易摩擦再升温，可能促使市场风险偏好发生变化，市场风格可能阶段性转为防守。若后续市场风格进行“高切低”，则低估值、滞涨、股息率较高的标的有望获资金关注。建筑板块年初以来显著...
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