东方财富证券陈果:三季度市场具备“再平衡”条件,此前被“错杀”资产有望率先修复

智通财经
Jul 13
【东方财富证券陈果:三季度市场具备“再平衡”条件,此前被“错杀”资产有望率先修复】7月13日,东方财富证券研究所副所长、首席策略官陈果表示,三季度中国股市的内外部环境已具备“再平衡”条件,市场从单一走向多元的过程中,有望先逐步修复可能被“错杀”的资产。比如可以关注6月中下旬因市场极致分化出现“恐慌盘”,导致明显下跌的部分优质蓝筹资产。整体行业配置方面,陈果建议关注非银金融、创新药、互联网、必选消费、游戏、煤炭、锂电等。主题方面建议关注商业航天、机器人等。中期来看,陈果依然看好国产AI链中“真科技”龙头的配置价值。

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