广发证券：当前市场聚焦政策反转、困境反转及美债反转

智通财经2023-03-26

智通财经APP获悉，广发证券发布研报称，当前市场核心逻辑仍是“思•变”的三重奏：一是“政策反转”：“中特估值—央国企重估”和“数字经济”有望成为信用扩张新抓手(电力/运营商/交运/超算中心/数据要素);二是“困境反转”：优选低估值高Δg(消费建材/中药/创新药/自动化设备);三是“美债反转”：“港股天亮了，千金难买牛回头”，配置港股“三支箭”：扩内需“消费优先”&“消费升级”，即医疗保健(医疗服务...

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