事件描述1 月临近春节市场或存在风格分化,市场或仍维持窄幅震荡下的结构性行情。需重点关注两个方面:(1)1 月下旬将公布12 月与全年经济数据;(2)1 月市场迎来业绩预告密集披露期,市场或回归业绩主线。策略上聚焦三大主线:一是高景气高弹性方向,建议继续关注光模块等AI硬件方向,储能、锂电等新能源方向以及有色金属方向;二是市场热点赛道方向,可关注商业航天、机器人等方向以及岁末年初的文旅等方向;三是...
Source Link事件描述1 月临近春节市场或存在风格分化,市场或仍维持窄幅震荡下的结构性行情。需重点关注两个方面:(1)1 月下旬将公布12 月与全年经济数据;(2)1 月市场迎来业绩预告密集披露期,市场或回归业绩主线。策略上聚焦三大主线:一是高景气高弹性方向,建议继续关注光模块等AI硬件方向,储能、锂电等新能源方向以及有色金属方向;二是市场热点赛道方向,可关注商业航天、机器人等方向以及岁末年初的文旅等方向;三是...
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