振华股份上涨5.24%创近3月新高军工板块悲观预期定价充分

智选洞察04-18

04月18日，振华股份（603067）股价大幅上涨，截至14点21分，振华股份上涨5.24%，报10.25元/股，创近3月新高，突破10元整数关口，成交1.72亿元，换手率3.45%，振幅7.91%。消息解读2022以来，军工板块陆续经历了“行业控价让利”、“中调订单延迟”、“增值税改革”等负面扰动，市场预期不断下修致使板块持续调整。站在当下时点来看，板块悲观预期定价已基本充分：1)2023Q3...

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振华股份上涨5.24%创近3月新高 军工板块悲观预期定价充分

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振华股份上涨5.24%创近3月新高军工板块悲观预期定价充分