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JIN10
2021.07.18 03:22

海通策略：续看好市场 以智能制造为代表的中盘成长更有弹性

海通策略指出，2019 年初以来市场风格整体偏向成长，从风格指数和估值相对走势看成风格演化还未到极致。经济基本面、流动性、相对估值并非决定风格的核心变量，盈利相对趋势决定当前市场风格将延续。继续看好市场，以茅指数为代表的大盘成长仍是较好配置，以智能制造为代表的中盘成长更有弹性。
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