十大券商一周策略:风格切换或进入博弈期,重视顺周期板块修复机会,资源品很可能成为科技主线后新的主线方向

金融界股灵通
Nov 10

当前A股市场正处于政策预期与产业趋势共振的关键阶段。尽管科技成长板块前期积累了显著涨幅,但市场对顺周期资产的关注度持续升温,化工、有色、电新等板块因ROE触底修复预期及全球产业链重构逻辑,成为资金布局焦点。政策端,资本市场制度型开放与中长期资金入市举措稳步推进,叠加中美周期共振预期,强化了资源品与高端制造的配置价值。与此同时,AI基础设施与电力系统重估等新主线逐步显现,市场风格呈现“科技+周期”再...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10