财通证券：市场情绪逐步企稳，配置上“以我为主、以内为主”

第一财经2025-04-27

财通证券表示，继汇金等国资增持ETF后市场情绪逐步企稳，3月下旬+4月以来金融/消费表现居前，月度较全A有明显超额。从最新一季报来看，全A业绩修复，内需相关的食饮景气延续、消费龙头公司表现更优。配置上“以我为主、以内为主”，重视内需支撑+政策预期的大金融地产链、消费、央企重组三大权重方向，有业绩支撑+胜率催化+补涨动力+赔率性价比，仍是当前阻力较小方向：（1）大金融地产链：券商受益股市向上与央国企...

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