【券商聚焦】招银国际指春季反弹可期,看好科技与消费板块

金吾财讯
Jan 09

(原标题:【券商聚焦】招银国际指春季反弹可期,看好科技与消费板块)金吾财讯|招银国际发布研报指,前一交易日恒生指数上涨5.3%,重点地产股与物业股分别上涨6.5%和6.2%。报告预计2026年中国GDP增速将放缓至4.8%,但通缩压力有望改善,宏观政策或进一步宽松,股市可能迎来春季反弹。 科技板块方面,报告认为AI创新将持续驱动算力产业链高景气,端侧AI产品加速落地,推荐立讯精密(002475....

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