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中信建投:逢低佈局 迴避微盤炒作
格隆匯 11-18 09:04

中信建投研報認為,當前,在市場風險偏好高位邊際修正,經濟與政策預期慢修復背景下,市場風格也會對應呈現邊際變化,從小微盤主題投資佔優趨向價值成長佔優,資金邊際趨向從小微盤股題材股往ETF,權重股及大中盤迴擺。中期來看,重點關注受益於政策重點發力方向、估值與盈利預期均仍有改善空間的方向,包括:化債與資產重估(地產、建築、環保與地方政府開支相關鏈條、城商行、非銀金融等)、“兩重兩新”等擴內需方向(消費電子、機械、汽車、國產醫療設備等)、新質生產力方向(車路雲、低空經濟、自主可控等)、供給優化預期(鋼鐵、建材、光伏等);重點關注指數:A500指數;重點關注主題:市值管理,併購重組。

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