中信证券：三季报前后是年内最后一波进攻窗口

东方财富网09-27 19:33

中信证券研报认为，美股在新一轮应用扩散和硬件修复推动下创下新高，外围市场不应再作为A股影响因素考虑。尽管情绪暂时相对低迷，但仍然维持年内A股震荡市的判断，三季报前后是年内最后一波进攻窗口，指数年内修复的概率实际上比创新低要大很多。建议投资者对年内最后一波进攻保持乐观和耐心。在科技板块内部向量价齐升的核心资产调仓（如光通信、PCB、MLCC、燃气轮机、晶圆制造等），对于非科技板块，仍然聚焦在创新药、...

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