光大证券:未来市场风格或在成长与均衡风格之间轮动

第一财经
09 Dec 2024

光大证券表示,政策的持续支持以及赚钱效应带来的资金流入将有望进一步提升市场估值。历史来看,政策支持之下,市场估值通常会显著抬升。同时赚钱效应带来的增量资金流入通常会有一定的滞后。因此,虽然当前市场估值处于2010年以来的均值附近,但后续增量资金的流入可能会继续助力市场估值抬升。未来市场或将处于“强现实、强情绪”或“弱现实、强情绪”情景,市场风格或在成长与均衡风格之间轮动。成长风格行业关注证券、光伏...

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