周末证券 | 市场高位调整 资金情绪谨慎 钢铁、证券、半导体等绩优行业受青睐

金融投资报
Oct 17

在上市公司半年报披露完毕后,三季报预告也开始陆续发布,令市场内的绩优行业明显受到资金关注。有分析人士指出,在大盘已有明显涨幅并于周五迎来调整的背景下,资金的谨慎情绪明显抬头,对业绩的关注度也出现提升。除短期热点外,投资者也可以在业绩预告披露期关注绩优阵营,具体看可关注目前业绩表现较好的钢铁、证券、半导体等。钢铁:基本面持续修复随着需求有望逐步触底,供给的市场化出清已开始出现,市场预期钢铁行业基本面...

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