【申万宏源:中国资产再次回到具备良好性价比的估值位置】金十数据4月9日讯,申万宏源策略团队最新研报表示,A股市场短期调整主要反映了特朗普关税冲击带来的基本面负面预期,在市场大幅调整之际,中国资产再次回到相对全球具备良好性价比的估值位置。市场可能迎来一个重要的中长期周期低点,继续看好后续港股回调后的中期投资机会,以及A股产业趋势和低估反转行业轮动的机会。
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