VanGo
2024.05.18 06:02

周末重点策略消息:

1)当下地产板块仍处于低估值、低持仓的情况,板块行情或刚开始,此时仓位更加重要。

2)建议低位布局市占率稳步提升或估值明显低估的大盘龙头。

3)行业龙头白马品种或吸纳更多配置型资金,防御属性更强,行情有望稳步演绎。建筑材料、家居家装等地产后周期方向短期或具有进攻性

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