中信建投：节后A股有望开启新一轮上行坚持“科技+资源品”双主线

人民财讯02-23

人民财讯2月23日电，中信建投证券研报认为，春节期间全球股市整体强势，无重大风险事件，当前市场情绪仍然高涨，节后A股有望开启新一轮上行。行业配置上继续坚持“科技+资源品”双主线。其中科技主线以AI、人形机器人、新能源和创新药为核心，资源品主线以贵金属、石油石化、基础化工为核心。重点关注板块包括：半导体、AI（光通信、液冷、电子布、高端铜箔等）、机械、有色、石油石化、基础化工、电力设备（储能、特高压...

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中信建投：节后A股有望开启新一轮上行 坚持“科技+资源品”双主线

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中信建投：节后A股有望开启新一轮上行坚持“科技+资源品”双主线