兴证策略:大跌之后如何收复失地 三类典型案例

东方财富网
Aug 09

上周周报我们强调,此前的大跌改变的是股价位置、估值和筹码层面的分化,但没有改变的是景气层面的分化。当前优质硬科技龙头已经具备较高的配置性价比。  本周,随着流动性和情绪的扰动过去、基本面定价权重提升,市场已经在逐步交易这种配置性价比的提升。  下一步,市场更关心的问题是,科技主线的修复是否能够延续、并再创新高?需要什么条件和催化?我们复盘此前几轮产业主线行情收复失地的历史经验,总结对当下行情具备...

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