炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!
来源:陈果A股策略
核心摘要
l中国经济告别旧地产周期,新动能仍在积蓄力量,经济将经历一个阶段必要的调整换轨。
l中期看A股将神似2012下半年-2014上半年:总量增速偏弱,流动性充裕且不断改善,成长风格占优,中小盘风格占优。市场的最强主线将是中小盘中有持续增长预期支撑的方向—“景气中小盘”。
l短期A股市场在“黄金坑”反弹行情之后,依然面临一系列基本面挑战,投资者需要保持耐心,等待逢低布局,预计在新一轮政策加码后,市场在三季度有望再次上攻,且成长风格将领先。
l行业重点关注:军工、光伏、新能源车产业链、汽车、食品饮料、煤炭、券商等。
l主题重点关注:数字经济、国企改革等。
l指数中期战略性关注科创板。
l风险提示:盈利低预期、疫情反复、美股波动风险、地缘政治风险等。
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