【中信证券:聚焦两会政策导向 关注消费等低位主题】中信证券认为,A股市场成交保持高位,市场波动加大,主题交易有所降温,后续料将呈现三大特征:其一,“两会”即将召开,政策影响因素渐强;其二,外部不确定性提升,叠加年报业绩期来临,市场对科技板块新催化的反应料将有所钝化;其三,业绩确定性更强的核心资产、估值水平相对低位的消费相关主题或将更受关注,建议关注悦己经济主题、半导体国产化主题、固态电池主题。

金融界
03 Mar
中信证券认为,A股市场成交保持高位,市场波动加大,主题交易有所降温,后续料将呈现三大特征:其一,“两会”即将召开,政策影响因素渐强;其二,外部不确定性提升,叠加年报业绩期来临,市场对科技板块新催化的反应料将有所钝化;其三,业绩确定性更强的核心资产、估值水平相对低位的消费相关主题或将更受关注,建议关注悦己经济主题、半导体国产化主题、固态电池主题。

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