【德邦证券程强：新质生产力相关产业向上趋势未改，盈利增长本身就构成估值修复的内在动力】10月22日，德邦证券首席经济学家、研究所所长程强表示，从产业层面来看，新质生产力对应的多条主线仍然维持较高的景气水平。算力产业链、高端装备、自主可控以及新能源出海等方向，订单落地、资本开支和盈利兑现的节奏保持稳定，产业向上的趋势没有发生根本性改变。一个合乎逻辑的判断是，在核心产业持续保持高景气的背景之下，如果指数全年难以取得正向收益，并不符合基本面定价的规律，盈利增长本身就构成估值修复的内在动力。
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