【内循环大爆发】内循环题材走势较强,农林牧渔、房地产、食品饮料等板块涨幅居前。有机构表示,目前相对关注还是内循环的方向,短期回避出口链和转口贸易;建议关注消费、创新药、军工,大金融。据数据宝统计,上述内循环题材板块中,获5家及以上机构评级、去年扣非净利正增长、去年未产生境外收入且滚动市盈率低于30倍的个股,合计有48只。从市盈率角度来看,低至个位数的个股主要集中在金融板块,煤炭股新集能源是唯一市盈率低至个位数的非金融股。上榜股票年内表现稳健,平均上涨0.5%,三生国健、招商积余、兴业银行、青岛港均涨超10%。

金融界
03 Apr
内循环题材走势较强,农林牧渔、房地产、食品饮料等板块涨幅居前。有机构表示,目前相对关注还是内循环的方向,短期回避出口链和转口贸易;建议关注消费、创新药、军工,大金融。据数据宝统计,上述内循环题材板块中,获5家及以上机构评级、去年扣非净利正增长、去年未产生境外收入且滚动市盈率低于30倍的个股,合计有48只。从市盈率角度来看,低至个位数的个股主要集中在金融板块,煤炭股新集能源是唯一市盈率低至个位数的非金融股。上榜股票年内表现稳健,平均上涨0.5%,三生国健招商积余兴业银行青岛港均涨超10%。

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