招商證券:市場有望重新回到上行通道
招商證券近日研報認為,在市場情緒回到合理水平之後,持續發力的政策推動經濟企穩回升,市場有望重新回到上行通道。11月行業配置重點關注三季報業績改善、政策持續發力、美國大選預計利好的領域。結合中觀景氣、盈利能力、籌碼分佈、估值、交易、週期階段和賽道價值等多個維度,推薦關注電子(消費電子、半導體)、計算機(計算機設備)、家電(白電、家電零部件、廚衞電器等)、汽車(汽車零部件、乘用車)、機械設備(工程機械、自動化設備)等細分領域。
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