【大行评级|摩根大通:内房和金融板块可能为短期轮动或交易带来上行惊喜 首选招行、建行等】摩根大通发表报告表示,中国全国人大代表大会将于本周三召开,该行的选股策略上从极度超买的人工智能代理股票转到精选的医疗保健、内房、消费品及在传统行业中精通于人工智能的行业领导者。另外,该行认为,内房和金融板块可能为短期轮动或交易带来上行惊喜,并对特定消费板块产生积极溢出效应。该行的首选是招商银行、建设银行、华润置地、华润万象生活及安踏。

金融界
03 Mar
摩根大通发表报告表示,中国全国人大代表大会将于本周三召开,该行的选股策略上从极度超买的人工智能代理股票转到精选的医疗保健、内房、消费品及在传统行业中精通于人工智能的行业领导者。另外,该行认为,内房和金融板块可能为短期轮动或交易带来上行惊喜,并对特定消费板块产生积极溢出效应。该行的首选是招商银行建设银行华润置地华润万象生活及安踏。

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