中信建投:近期政策層面擴內需動作頻加碼
中信建投研報指出,近期政策層面擴內需動作頻加碼,本次如何影響市場?一方面,存量資金博弈而風偏提振的環境下,短期低位成長勝率提升。除前期回調但仍具備產業邏輯支撐的AI產業鏈、半導體產業鏈、軍工有望引領反彈外,主題行情也有望階段性活躍(自動駕駛、低空經濟、機器人等)。另一方面,關注補貼政策超預期且自身處於更新週期的領域如船舶、商用車等;汽車、家電、通用/專用設備以及農機板塊前期補貼政策拉動效果有限,但隨着本次補貼比例再擴大,後續需密切跟蹤政策加碼後的基本面提振情況。
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