中信建投陳果：年內最佳機會逐步展開中

智通財經
2023.06.18 09:33
中信建投陳果發文稱，在前期一片謹慎情緒中，我們堅定看多 A 股、港股。我們認為隨着政策持續落地以及基本面預期逐步改善，市場將迎來年內最佳機會。預計行情結構整體呈現科技 - 復甦鏈雙線輪動特徵，順週期方向基本面預期有望隨政策支持及庫存與價格週期見底而逐步修復，優選彈性優質標的，另一方面，科技受益於自身產業週期驅動仍將延續中期行情，但需聚焦景氣持續驗證方向。行業關注：汽車、家電、保險、食品飲料、傳媒、通信、計算機、半導體、有色金屬等。
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