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Wallstreetcn
2023.05.09 23:54

中信建投：以 “中特估” 为代表的价值股重估还有空间，但纵深演绎会开始分化

中信建投研报指出，以 “中特估” 为代表的价值股重估还有空间，但纵深演绎会开始分化。数字经济下科技周期将是重要弹性线索，下半年基本面兑现或有显著催化的方向预计将表现居前。重点关注行业：传媒、计算机、通信、中药、非银金融、半导体、建筑等。
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