10月券商策略披露 科技成长方向仍是重点

经济参考网
Oct 13

转自:经济参考报10月券商策略近日陆续披露。券商机构普遍认为,市场存向上动能,看好四季度和跨年行情,而科技成长主线以及有色等顺周期方向仍是券商机构的关注重点。“资源安全、企业出海和科技竞争依然是最重要的结构性行情线索,对应的是‘资源+出海+新质生产力’的行业配置框架。”中信证券表示,国庆和中秋长假期间的热点主要集中在资源和AI领域:贵金属、基本金属和能源金属价格全面上涨,资源安全主线的热度提升;...

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