银河证券5月十大金股出炉

大河财立方04-30

【大河财立方消息】4月30日，银河证券发布5月市场展望，建议采取“均衡配置+聚焦业绩”的策略。　　首先，科技、AI、光通信当前处于“高景气、高估值、高拥挤”状态，对交易能力的要求越来越高，5月更应关注业绩持续超预期的细分方向，而非普涨行情。　　其次，高端制造中期趋势未改，国防军工的商业航天逻辑、机械设备的机器人产业化逻辑有望延续，以及新能源、电力设备出海等。　　最后，受益于PPI同比转正与价格中枢...

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(USD) ACC","BK0125":"芯片国产化"},"translate_title":"Galaxy Securities' Top Ten Gold Stocks Released in 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