金融街证券首席经济学家、研究所所长张一:市场波动之下现积极信号,研发驱动龙头企业打开盈利增长空间

东方财富网
Oct 25

尽管近期A股市场出现了较明显的波动,但从中长期来看,上市公司的整体结构和质量正发生着深刻变化。  事实上,在当前国内产业转型升级的大背景下,不少细分龙头企业通过持续研发投入巩固竞争壁垒,实现高质量发展。从今年披露财报的研发投入、产能扩张、下游需求订单等数据来看,这类具备高质量发展属性的企业,盈利性持续增强,有助于从中长期提振市场信心。  对此,金融街证券首席经济学家、研究所所长张一向《每日经济新闻...

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