【中信证券：自主科技、欧洲资本开支、纯内需必选消费、稳定红利及部分题材料将占优】金十数据4月20日讯，中信证券研报指出，贸易战僵持阶段，超预期的刺激和基于妥协的贸易协议都很难发生；僵持阶段比的是两国的经济韧性，中国的政策选项更多、空间更大、能耗更久，对美国而言，7月前大规模的国债到期可能会是特朗普关税政策的第一个动摇点；A股也是中国贸易战中提振信心的关键环节，应充分相信国家维护资本市场稳定的决心，港股可能是阶段性的薄弱环节，但也要看到内地资金依旧整体明显低配港股。配置上，从规避不确定性的角度，自主科技、受益欧洲资本开支扩张的板块、纯内需必选消费、稳定红利以及不依赖短期业绩的题材料将占优。
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