國君策略：科技成長中報將超預期 成為市場拉昇主力

智通財經
2021.06.30 07:14
國君策略團隊表示，隨着分母端壓制的解除，科技成長將作為中報超預期的集中方向成為市場拉昇主力。1）風險評價下行疊加無風險利率下行對科技成長分母端最為利好，科技成長將掙脱前期估值負向束縛。2）科技成長是中報盈利超預期的集中方向：科技成長內部高景氣密度大，新能源（電動車）、醫藥（CRO/CDMO）、電子（AIOT/功率半導體/設備）等將成為中報超預期的密集方向。
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