中金公司:A股全年市场整体表现有望好于2013年

美港电讯
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【中金公司:A股全年市场整体表现有望好于2013年】金十数据3月5日讯,中金公司认为,结合当前宏观背景,A股全年市场整体表现有望好于2013年;科技成长的结构性行情近期虽有波折但预计中短期(3—6个月)仍将延续,与整体指数的分化程度可能不会像2013年那样显著。主要超配行业:半导体、消费电子、基础设施、电气设备、高端机械;主要低配行业:油气开采、水务及环保、电商、医疗服务、综合。

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