华泰证券：把握反弹窗口下的结构性机会关注三条投资主线

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华泰证券研报认为，上周美联储加息落地后科技板块修复，短期海外流动性的不确定性阶段性消退，或打开A股反弹窗口，前期受海外流动性预期压制的科技板块或较为受益。中期看结构性机会仍在，只是修复广度收窄，基调转向中性。　　配置上延续三条线索：一是压制缓解后修复弹性较大的方向。科技内部围绕光通信、PCB等景气能见度较高的环节，结合估值与筹码消化择机布局；创新药CXO或提供增配机会。　　二是具有配置优势、...

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华泰证券：把握反弹窗口下的结构性机会 关注三条投资主线

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华泰证券：把握反弹窗口下的结构性机会关注三条投资主线