天风证券:连续三年跑输的行业 哪些明年反转概率较大?

智通财经网
Nov 08

智通财经APP获悉,天风证券吴开达团队发布研报称,长期表现较弱的行业往往呈现延续弱势的“阴跌”特征,环保、公用事业、交通运输这些“防御性行业”,更容易长期跑输。建筑材料、电力设备、食品饮料当前连续跑输时长与历史跑输最长周期轧差在一年左右。现在连续三年跑输但第四年跑赢概率较大的行业有食品饮料、农林牧渔、社会服务、医药生物。天风证券主要观点如下:连续三年跑输的行业,哪些明年反转概率较大?本文在探索各...

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