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心态别炸猥琐发育
2021-12-21
$老虎证券(TIGR)$
真的很卡啊
心态别炸猥琐发育
2022-11-28
周一开盘不得跌穿了啊
抱歉,原内容已删除
心态别炸猥琐发育
2022-02-05
$Take-Two Interactive Software(TTWO)$
给他爱6
心态别炸猥琐发育
2021-12-21
$土耳其ETF-iShares MSCI(TUR)$
太疯狂了
心态别炸猥琐发育
2021-09-07
$RLX科技(RLX)$
god damn i say
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10:53","market":"hk","language":"zh","title":"十大券商一周策略:港股走牛市,A股走修复市!","url":"https://stock-news.laohu8.com/highlight/detail?id=1144585522","media":"券商中国","summary":"当前市场特征亦表明A股中期全面修复的趋势高度明确。","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b87289b139cb1be3f3a8db73bfff9444\" tg-width=\"578\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/600030\">中信证券</a>:当前正处于政策驱动的上半场,提高仓位</b></p><p>在12月,预计“新二十条”优化过程中将逐步形成常态化防控的新稳态,房地产“十六条”等稳增长政策执行过程中也将逐步形成经济弱势恢复的新稳态,新稳态渐行渐近,将夯实经济中期修复的基础;美元加息节奏拐点确立,国内货币政策集中发力,提供A股估值修复的支撑。</p><p>当前市场特征亦表明A股中期全面修复的趋势高度明确,只是短期修复节奏有所放缓,当前正处于政策驱动的上半场,建议提高仓位,均衡配置精准防控、地产产业链、全球流动性拐点三条主线。</p><p><b><a href=\"https://laohu8.com/S/600837\">海通证券</a>:A股趋势向好,年内第二波上涨徐徐展开</b></p><p>①A股估值水平周期波动,当前PE/PB、股债收益比、风险溢价率等指标均处于周期底部。②A股每3-4年出现一个低点,背后是经济周期轮回,当前经济正走向复苏早期,A股趋势向好。③稳增长政策正在持续加码,年内第二波上涨徐徐展开,优先关注高景气成长,如数字经济+新能源。</p><p><b><a href=\"https://laohu8.com/S/06066\">中信建投证券</a>:无需悲观,短期风格或往“稳增长”方向轮动</b></p><p>央行降准助力“稳增长”,熨平流动性压力支持信贷投放,“弱现实”下后续价格型工具或同样值得期待。对于股票市场而言,此次降准的实质性意义或相对有限,但至少投资者在经济内生需求恢复路径尚不明朗的“弱现实”之下,可以看到其背后所释放出的政府“稳住经济大盘”的决心,对后续行情仍应保有期待,无需转向悲观。地产供给端纾困政策加码持续兑现,精准解决“保交楼”环节痛点,部分问题房企信用风险的处置和出清或许正在接近终点。“保交楼”与“房企融资托底”是本轮系列政策背后的核心,而房地产销售依旧只是低位企稳,后续有关助力地产销售改善预期的需求端政策或同样可期,国内经济增长回归潜在增速路径后居民中长期信心的恢复也将有利于房地产市场的复苏。</p><p>年末稳增长诉求提升,风格或往稳增长链条相关板块轮动。部分省市专项债提前批已下达,央行再度降准。地产融资支持政策频繁出台,市场对前期“保项目不保主体”的悲观预期有所纠偏。“金融十六条”出台,国有大行纷纷响应积极授信超万亿,优质房企率先受益;叠加流动性边际宽松,推动稳增长链条基本面,尤其是银行地产悲观预期修复。复盘同处相似经济基本面环境、同为去库期的2011-2012、2014-2015、2018及2021年,整体四季度呈现的特征为逆周期资产明显占优,以四季度月度收益均值表现计,稳定类板块(地产银行公用交运)>TMT(传媒通信电子)>中游制造及可选消费。对应到今年行业表现上,同样在经济预期不明朗+当年高景气赛道景气预期基本反应背景下,短期风格或往“稳增长”方向轮动。从长期政策导向上看,高水平科技自立自强或将成为中长期投资主线。</p><p><b><a href=\"https://laohu8.com/S/601211\">国泰君安</a>证券:调整反而是布局机会,股票逢跌加仓</b></p><p>本轮的经济修复过程将是曲折的,甚至四季度和明年一季度还有较大下修压力。但政策态度的转变意味着股票市场不再是泥沙俱下,围绕内需“找机会”的行情有望不断出现,而在预期的改善和基本面的羸弱之下,一蹴而就的拉升式行情很难看到,更多的是在震荡与反复中向上演进。调整反而是布局机会,股票逢跌加仓。</p><p>面对中期不确定性下降与短期不确定性上升,一个重要的投资思路转变在于从看EPS的高增长转向看成长性G。关注两条主线:传统地产链的修复与科技制造的趋势机会。</p><p><b><a href=\"https://laohu8.com/S/601995\">中金公司</a>:临近年底关注政策取向,成长板块还需观察</b></p><p>市场前期已具备较多的偏底部特征,预期好转的关键在于基本面的修复力度,我们重申对A股市场未来12个月持中性偏积极看法,临近年底,关注12月附近可能召开的中央政治局会议及中央经济工作会议,在当前经济仍面临内外部挑战阶段,关注后续政策取向。配置方面,短期紧跟政策边际变化的节奏来配置,中期根据景气程度及中国经济增长结构把握产业升级与消费升级主线较为关键。</p><p>在配置上仍以低估值、与宏观关联度不高或景气程度尚可且有政策支持的领域为主。成长板块当前整体预期不算低、仓位依然相对重,系统性配置机会可能还需要观察,自下而上把握结构性机会,战略性风格切换至成长的契机需要关注海外通胀及中国稳增长等方面的进展。三季报业绩披露完毕,关注A股上市公司业绩后续修复情况。</p><p><b><a href=\"https://laohu8.com/S/000776\">广发证券</a>:港股走牛市,A股走修复市</b></p><p>本轮“复合政策底”框架已基本满足,港股走牛市,A股走修复市。“复合政策底”是本轮熊牛切换的重要框架。</p><p>港股更具赔率与弹性优势,重视战略性大底部,港股牛市三阶段,一阶段由主权风险溢价下行主导,目标已达到,短期波动加大,港股投资三支箭:稳增长政策加码+防疫政策优化+海外流动性压制缓和。A股走修复市:行业配置:现阶段“以发展促安全”为政策线索:1. “稳增长”政策加码(地产龙头股适度信用下沉/医疗设备/消费建材);2. 疫情防控优化趋势下的修复机会(餐饮供应链/啤酒/药店/特效药);3. 海外流动性缓和(互联网平台经济)。主题投资“国家安全”(国产软件等),国企改革&低碳转型(建筑等)。</p><p><b><a href=\"https://laohu8.com/S/600999\">招商证券</a>:四季度A股业绩或仍承压,2023年有望进入弱复苏通道</b></p><p>近日,央行宣布降准,再次确认了当前货币政策基调并未显著变化,对短期市场情绪带来提振。10月工业企业盈利底部震荡,四季度A股业绩或仍承压,2023年有望进入弱复苏通道。考虑到临近年底政治局会议和中央经济工作会议,以及近期一系列融资支持政策的配合引导,稳增长政策加码概率进一步提高。</p><p>行业配置上推荐关注稳地产、受益于流动性和景气度改善的医药医疗、计算机和盈利改善明显的装备制造方向,中长期仍建议继续对“新时代五朵金花”进行布局。</p><p><b><a href=\"https://laohu8.com/S/601377\">兴业证券</a>:顺势而为,短期关注国企央企的低估值修复机会</b></p><p>近期市场再度陷入震荡,核心在于风险偏好的反复。但不必过度担心市场出现系统性风险:1)4月疫情显著冲击市场,核心原因在于其严重阻滞国内供应链并拖累经济。而当前疫情对供应链和经济的影响远小于当时,且防疫政策已进一步优化,11月10日政治局常委会议明确要求提升防控的科学性、精准性,减少疫情对经济社会发展的影响。2)偏债产品赎回对股市影响有限。且尽管利率有所上行,但市场资金面仍较为充裕。3)外部的冲击也在减弱。美国10月CPI低于预期,带动美债利率、美元指数回落,外资重新回流,11月11日以来陆股通北上资金已大幅流入544亿。4)从估值、股权风险溢价来看,当前市场仍处于高性价比的底部区域。截至11月25日上证综指12.2倍、创业板指38.2倍的PE估值仍处于历史底部区域,与此同时股权风险溢价也分别处于2010年以来77.9%和96.5%的历史高位。</p><p>顺势而为,短期内关注国企央企的低估值修复机会。中长期,持续关注“信军医”、“新半军”、“科创”三条主线。</p><p><b>安信证券:市场处于蓄势阶段,冬日小阳春值得期待</b></p><p>12月将至,后续政治局会议和中央经济工作会议是重要政策观察窗口,短期市场环境有利于大盘价值的估值修复。当前处于市场处于蓄势阶段,国内疫情如果能有效控制,基本面预期则得到反转,冬日里的小阳春值得期待。</p><p>短期超配行业:地产(链);医药;银行、铜金;汽车零部件;以数控机床和刀具、超声波焊接、大功率轴承为代表的国产替代;以计算机(信创)为代表的数字经济;以储能为代表的绿电产业链。主题投资:关注国企央企。</p><p><b><a href=\"https://laohu8.com/S/002926\">华西证券</a>:A股仍处于修复性行情中,板块快速轮动</b></p><p>构筑“圆弧底”,板块快速轮动为主要特征。A股仍处于修复性行情中,但经济基本面的扭转难以一蹴而就,在疫情反复、债市波动等影响下,市场情绪受到扰动,价值和成长行情出现“跷跷板效应”。</p><p>展望后市,预计不太会出现类似于2014年年底“低估值蓝筹”行情“一边倒”的现象。当前市场微观资金面并未出现显著宽松,外资、公募基金等增量资金入市有限,私募仓位也回落至近三年低位。在存量博弈的背景下,A股将呈现板块和风格快速轮动的特征。价值板块短期大幅反弹后,建议仍以均衡配置为主。行业配置上,关注三条投资主线:1)受益于政策边际调整的,如“房地产”等;2)景气度高的成长类行业,如“新能源”等;3)与“安全、发展”相关的,如“信创、自主可控、中药”等。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>十大券商一周策略:港股走牛市,A股走修复市!</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n十大券商一周策略:港股走牛市,A股走修复市!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2022-11-28 10:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b87289b139cb1be3f3a8db73bfff9444\" tg-width=\"578\" tg-height=\"468\" referrerpolicy=\"no-referrer\"/></p><p><b><a href=\"https://laohu8.com/S/600030\">中信证券</a>:当前正处于政策驱动的上半场,提高仓位</b></p><p>在12月,预计“新二十条”优化过程中将逐步形成常态化防控的新稳态,房地产“十六条”等稳增长政策执行过程中也将逐步形成经济弱势恢复的新稳态,新稳态渐行渐近,将夯实经济中期修复的基础;美元加息节奏拐点确立,国内货币政策集中发力,提供A股估值修复的支撑。</p><p>当前市场特征亦表明A股中期全面修复的趋势高度明确,只是短期修复节奏有所放缓,当前正处于政策驱动的上半场,建议提高仓位,均衡配置精准防控、地产产业链、全球流动性拐点三条主线。</p><p><b><a href=\"https://laohu8.com/S/600837\">海通证券</a>:A股趋势向好,年内第二波上涨徐徐展开</b></p><p>①A股估值水平周期波动,当前PE/PB、股债收益比、风险溢价率等指标均处于周期底部。②A股每3-4年出现一个低点,背后是经济周期轮回,当前经济正走向复苏早期,A股趋势向好。③稳增长政策正在持续加码,年内第二波上涨徐徐展开,优先关注高景气成长,如数字经济+新能源。</p><p><b><a href=\"https://laohu8.com/S/06066\">中信建投证券</a>:无需悲观,短期风格或往“稳增长”方向轮动</b></p><p>央行降准助力“稳增长”,熨平流动性压力支持信贷投放,“弱现实”下后续价格型工具或同样值得期待。对于股票市场而言,此次降准的实质性意义或相对有限,但至少投资者在经济内生需求恢复路径尚不明朗的“弱现实”之下,可以看到其背后所释放出的政府“稳住经济大盘”的决心,对后续行情仍应保有期待,无需转向悲观。地产供给端纾困政策加码持续兑现,精准解决“保交楼”环节痛点,部分问题房企信用风险的处置和出清或许正在接近终点。“保交楼”与“房企融资托底”是本轮系列政策背后的核心,而房地产销售依旧只是低位企稳,后续有关助力地产销售改善预期的需求端政策或同样可期,国内经济增长回归潜在增速路径后居民中长期信心的恢复也将有利于房地产市场的复苏。</p><p>年末稳增长诉求提升,风格或往稳增长链条相关板块轮动。部分省市专项债提前批已下达,央行再度降准。地产融资支持政策频繁出台,市场对前期“保项目不保主体”的悲观预期有所纠偏。“金融十六条”出台,国有大行纷纷响应积极授信超万亿,优质房企率先受益;叠加流动性边际宽松,推动稳增长链条基本面,尤其是银行地产悲观预期修复。复盘同处相似经济基本面环境、同为去库期的2011-2012、2014-2015、2018及2021年,整体四季度呈现的特征为逆周期资产明显占优,以四季度月度收益均值表现计,稳定类板块(地产银行公用交运)>TMT(传媒通信电子)>中游制造及可选消费。对应到今年行业表现上,同样在经济预期不明朗+当年高景气赛道景气预期基本反应背景下,短期风格或往“稳增长”方向轮动。从长期政策导向上看,高水平科技自立自强或将成为中长期投资主线。</p><p><b><a href=\"https://laohu8.com/S/601211\">国泰君安</a>证券:调整反而是布局机会,股票逢跌加仓</b></p><p>本轮的经济修复过程将是曲折的,甚至四季度和明年一季度还有较大下修压力。但政策态度的转变意味着股票市场不再是泥沙俱下,围绕内需“找机会”的行情有望不断出现,而在预期的改善和基本面的羸弱之下,一蹴而就的拉升式行情很难看到,更多的是在震荡与反复中向上演进。调整反而是布局机会,股票逢跌加仓。</p><p>面对中期不确定性下降与短期不确定性上升,一个重要的投资思路转变在于从看EPS的高增长转向看成长性G。关注两条主线:传统地产链的修复与科技制造的趋势机会。</p><p><b><a href=\"https://laohu8.com/S/601995\">中金公司</a>:临近年底关注政策取向,成长板块还需观察</b></p><p>市场前期已具备较多的偏底部特征,预期好转的关键在于基本面的修复力度,我们重申对A股市场未来12个月持中性偏积极看法,临近年底,关注12月附近可能召开的中央政治局会议及中央经济工作会议,在当前经济仍面临内外部挑战阶段,关注后续政策取向。配置方面,短期紧跟政策边际变化的节奏来配置,中期根据景气程度及中国经济增长结构把握产业升级与消费升级主线较为关键。</p><p>在配置上仍以低估值、与宏观关联度不高或景气程度尚可且有政策支持的领域为主。成长板块当前整体预期不算低、仓位依然相对重,系统性配置机会可能还需要观察,自下而上把握结构性机会,战略性风格切换至成长的契机需要关注海外通胀及中国稳增长等方面的进展。三季报业绩披露完毕,关注A股上市公司业绩后续修复情况。</p><p><b><a href=\"https://laohu8.com/S/000776\">广发证券</a>:港股走牛市,A股走修复市</b></p><p>本轮“复合政策底”框架已基本满足,港股走牛市,A股走修复市。“复合政策底”是本轮熊牛切换的重要框架。</p><p>港股更具赔率与弹性优势,重视战略性大底部,港股牛市三阶段,一阶段由主权风险溢价下行主导,目标已达到,短期波动加大,港股投资三支箭:稳增长政策加码+防疫政策优化+海外流动性压制缓和。A股走修复市:行业配置:现阶段“以发展促安全”为政策线索:1. “稳增长”政策加码(地产龙头股适度信用下沉/医疗设备/消费建材);2. 疫情防控优化趋势下的修复机会(餐饮供应链/啤酒/药店/特效药);3. 海外流动性缓和(互联网平台经济)。主题投资“国家安全”(国产软件等),国企改革&低碳转型(建筑等)。</p><p><b><a href=\"https://laohu8.com/S/600999\">招商证券</a>:四季度A股业绩或仍承压,2023年有望进入弱复苏通道</b></p><p>近日,央行宣布降准,再次确认了当前货币政策基调并未显著变化,对短期市场情绪带来提振。10月工业企业盈利底部震荡,四季度A股业绩或仍承压,2023年有望进入弱复苏通道。考虑到临近年底政治局会议和中央经济工作会议,以及近期一系列融资支持政策的配合引导,稳增长政策加码概率进一步提高。</p><p>行业配置上推荐关注稳地产、受益于流动性和景气度改善的医药医疗、计算机和盈利改善明显的装备制造方向,中长期仍建议继续对“新时代五朵金花”进行布局。</p><p><b><a href=\"https://laohu8.com/S/601377\">兴业证券</a>:顺势而为,短期关注国企央企的低估值修复机会</b></p><p>近期市场再度陷入震荡,核心在于风险偏好的反复。但不必过度担心市场出现系统性风险:1)4月疫情显著冲击市场,核心原因在于其严重阻滞国内供应链并拖累经济。而当前疫情对供应链和经济的影响远小于当时,且防疫政策已进一步优化,11月10日政治局常委会议明确要求提升防控的科学性、精准性,减少疫情对经济社会发展的影响。2)偏债产品赎回对股市影响有限。且尽管利率有所上行,但市场资金面仍较为充裕。3)外部的冲击也在减弱。美国10月CPI低于预期,带动美债利率、美元指数回落,外资重新回流,11月11日以来陆股通北上资金已大幅流入544亿。4)从估值、股权风险溢价来看,当前市场仍处于高性价比的底部区域。截至11月25日上证综指12.2倍、创业板指38.2倍的PE估值仍处于历史底部区域,与此同时股权风险溢价也分别处于2010年以来77.9%和96.5%的历史高位。</p><p>顺势而为,短期内关注国企央企的低估值修复机会。中长期,持续关注“信军医”、“新半军”、“科创”三条主线。</p><p><b>安信证券:市场处于蓄势阶段,冬日小阳春值得期待</b></p><p>12月将至,后续政治局会议和中央经济工作会议是重要政策观察窗口,短期市场环境有利于大盘价值的估值修复。当前处于市场处于蓄势阶段,国内疫情如果能有效控制,基本面预期则得到反转,冬日里的小阳春值得期待。</p><p>短期超配行业:地产(链);医药;银行、铜金;汽车零部件;以数控机床和刀具、超声波焊接、大功率轴承为代表的国产替代;以计算机(信创)为代表的数字经济;以储能为代表的绿电产业链。主题投资:关注国企央企。</p><p><b><a href=\"https://laohu8.com/S/002926\">华西证券</a>:A股仍处于修复性行情中,板块快速轮动</b></p><p>构筑“圆弧底”,板块快速轮动为主要特征。A股仍处于修复性行情中,但经济基本面的扭转难以一蹴而就,在疫情反复、债市波动等影响下,市场情绪受到扰动,价值和成长行情出现“跷跷板效应”。</p><p>展望后市,预计不太会出现类似于2014年年底“低估值蓝筹”行情“一边倒”的现象。当前市场微观资金面并未出现显著宽松,外资、公募基金等增量资金入市有限,私募仓位也回落至近三年低位。在存量博弈的背景下,A股将呈现板块和风格快速轮动的特征。价值板块短期大幅反弹后,建议仍以均衡配置为主。行业配置上,关注三条投资主线:1)受益于政策边际调整的,如“房地产”等;2)景气度高的成长类行业,如“新能源”等;3)与“安全、发展”相关的,如“信创、自主可控、中药”等。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144585522","content_text":"中信证券:当前正处于政策驱动的上半场,提高仓位在12月,预计“新二十条”优化过程中将逐步形成常态化防控的新稳态,房地产“十六条”等稳增长政策执行过程中也将逐步形成经济弱势恢复的新稳态,新稳态渐行渐近,将夯实经济中期修复的基础;美元加息节奏拐点确立,国内货币政策集中发力,提供A股估值修复的支撑。当前市场特征亦表明A股中期全面修复的趋势高度明确,只是短期修复节奏有所放缓,当前正处于政策驱动的上半场,建议提高仓位,均衡配置精准防控、地产产业链、全球流动性拐点三条主线。海通证券:A股趋势向好,年内第二波上涨徐徐展开①A股估值水平周期波动,当前PE/PB、股债收益比、风险溢价率等指标均处于周期底部。②A股每3-4年出现一个低点,背后是经济周期轮回,当前经济正走向复苏早期,A股趋势向好。③稳增长政策正在持续加码,年内第二波上涨徐徐展开,优先关注高景气成长,如数字经济+新能源。中信建投证券:无需悲观,短期风格或往“稳增长”方向轮动央行降准助力“稳增长”,熨平流动性压力支持信贷投放,“弱现实”下后续价格型工具或同样值得期待。对于股票市场而言,此次降准的实质性意义或相对有限,但至少投资者在经济内生需求恢复路径尚不明朗的“弱现实”之下,可以看到其背后所释放出的政府“稳住经济大盘”的决心,对后续行情仍应保有期待,无需转向悲观。地产供给端纾困政策加码持续兑现,精准解决“保交楼”环节痛点,部分问题房企信用风险的处置和出清或许正在接近终点。“保交楼”与“房企融资托底”是本轮系列政策背后的核心,而房地产销售依旧只是低位企稳,后续有关助力地产销售改善预期的需求端政策或同样可期,国内经济增长回归潜在增速路径后居民中长期信心的恢复也将有利于房地产市场的复苏。年末稳增长诉求提升,风格或往稳增长链条相关板块轮动。部分省市专项债提前批已下达,央行再度降准。地产融资支持政策频繁出台,市场对前期“保项目不保主体”的悲观预期有所纠偏。“金融十六条”出台,国有大行纷纷响应积极授信超万亿,优质房企率先受益;叠加流动性边际宽松,推动稳增长链条基本面,尤其是银行地产悲观预期修复。复盘同处相似经济基本面环境、同为去库期的2011-2012、2014-2015、2018及2021年,整体四季度呈现的特征为逆周期资产明显占优,以四季度月度收益均值表现计,稳定类板块(地产银行公用交运)>TMT(传媒通信电子)>中游制造及可选消费。对应到今年行业表现上,同样在经济预期不明朗+当年高景气赛道景气预期基本反应背景下,短期风格或往“稳增长”方向轮动。从长期政策导向上看,高水平科技自立自强或将成为中长期投资主线。国泰君安证券:调整反而是布局机会,股票逢跌加仓本轮的经济修复过程将是曲折的,甚至四季度和明年一季度还有较大下修压力。但政策态度的转变意味着股票市场不再是泥沙俱下,围绕内需“找机会”的行情有望不断出现,而在预期的改善和基本面的羸弱之下,一蹴而就的拉升式行情很难看到,更多的是在震荡与反复中向上演进。调整反而是布局机会,股票逢跌加仓。面对中期不确定性下降与短期不确定性上升,一个重要的投资思路转变在于从看EPS的高增长转向看成长性G。关注两条主线:传统地产链的修复与科技制造的趋势机会。中金公司:临近年底关注政策取向,成长板块还需观察市场前期已具备较多的偏底部特征,预期好转的关键在于基本面的修复力度,我们重申对A股市场未来12个月持中性偏积极看法,临近年底,关注12月附近可能召开的中央政治局会议及中央经济工作会议,在当前经济仍面临内外部挑战阶段,关注后续政策取向。配置方面,短期紧跟政策边际变化的节奏来配置,中期根据景气程度及中国经济增长结构把握产业升级与消费升级主线较为关键。在配置上仍以低估值、与宏观关联度不高或景气程度尚可且有政策支持的领域为主。成长板块当前整体预期不算低、仓位依然相对重,系统性配置机会可能还需要观察,自下而上把握结构性机会,战略性风格切换至成长的契机需要关注海外通胀及中国稳增长等方面的进展。三季报业绩披露完毕,关注A股上市公司业绩后续修复情况。广发证券:港股走牛市,A股走修复市本轮“复合政策底”框架已基本满足,港股走牛市,A股走修复市。“复合政策底”是本轮熊牛切换的重要框架。港股更具赔率与弹性优势,重视战略性大底部,港股牛市三阶段,一阶段由主权风险溢价下行主导,目标已达到,短期波动加大,港股投资三支箭:稳增长政策加码+防疫政策优化+海外流动性压制缓和。A股走修复市:行业配置:现阶段“以发展促安全”为政策线索:1. “稳增长”政策加码(地产龙头股适度信用下沉/医疗设备/消费建材);2. 疫情防控优化趋势下的修复机会(餐饮供应链/啤酒/药店/特效药);3. 海外流动性缓和(互联网平台经济)。主题投资“国家安全”(国产软件等),国企改革&低碳转型(建筑等)。招商证券:四季度A股业绩或仍承压,2023年有望进入弱复苏通道近日,央行宣布降准,再次确认了当前货币政策基调并未显著变化,对短期市场情绪带来提振。10月工业企业盈利底部震荡,四季度A股业绩或仍承压,2023年有望进入弱复苏通道。考虑到临近年底政治局会议和中央经济工作会议,以及近期一系列融资支持政策的配合引导,稳增长政策加码概率进一步提高。行业配置上推荐关注稳地产、受益于流动性和景气度改善的医药医疗、计算机和盈利改善明显的装备制造方向,中长期仍建议继续对“新时代五朵金花”进行布局。兴业证券:顺势而为,短期关注国企央企的低估值修复机会近期市场再度陷入震荡,核心在于风险偏好的反复。但不必过度担心市场出现系统性风险:1)4月疫情显著冲击市场,核心原因在于其严重阻滞国内供应链并拖累经济。而当前疫情对供应链和经济的影响远小于当时,且防疫政策已进一步优化,11月10日政治局常委会议明确要求提升防控的科学性、精准性,减少疫情对经济社会发展的影响。2)偏债产品赎回对股市影响有限。且尽管利率有所上行,但市场资金面仍较为充裕。3)外部的冲击也在减弱。美国10月CPI低于预期,带动美债利率、美元指数回落,外资重新回流,11月11日以来陆股通北上资金已大幅流入544亿。4)从估值、股权风险溢价来看,当前市场仍处于高性价比的底部区域。截至11月25日上证综指12.2倍、创业板指38.2倍的PE估值仍处于历史底部区域,与此同时股权风险溢价也分别处于2010年以来77.9%和96.5%的历史高位。顺势而为,短期内关注国企央企的低估值修复机会。中长期,持续关注“信军医”、“新半军”、“科创”三条主线。安信证券:市场处于蓄势阶段,冬日小阳春值得期待12月将至,后续政治局会议和中央经济工作会议是重要政策观察窗口,短期市场环境有利于大盘价值的估值修复。当前处于市场处于蓄势阶段,国内疫情如果能有效控制,基本面预期则得到反转,冬日里的小阳春值得期待。短期超配行业:地产(链);医药;银行、铜金;汽车零部件;以数控机床和刀具、超声波焊接、大功率轴承为代表的国产替代;以计算机(信创)为代表的数字经济;以储能为代表的绿电产业链。主题投资:关注国企央企。华西证券:A股仍处于修复性行情中,板块快速轮动构筑“圆弧底”,板块快速轮动为主要特征。A股仍处于修复性行情中,但经济基本面的扭转难以一蹴而就,在疫情反复、债市波动等影响下,市场情绪受到扰动,价值和成长行情出现“跷跷板效应”。展望后市,预计不太会出现类似于2014年年底“低估值蓝筹”行情“一边倒”的现象。当前市场微观资金面并未出现显著宽松,外资、公募基金等增量资金入市有限,私募仓位也回落至近三年低位。在存量博弈的背景下,A股将呈现板块和风格快速轮动的特征。价值板块短期大幅反弹后,建议仍以均衡配置为主。行业配置上,关注三条投资主线:1)受益于政策边际调整的,如“房地产”等;2)景气度高的成长类行业,如“新能源”等;3)与“安全、发展”相关的,如“信创、自主可控、中药”等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633660044,"gmtCreate":1644006967527,"gmtModify":1644006967527,"author":{"id":"3578059111594760","authorId":"3578059111594760","name":"心态别炸猥琐发育","avatar":"https://static.tigerbbs.com/2f729109150e7a4b4ff3721e18cad02d","crmLevel":4,"crmLevelSwitch":1},"themes":[],"htmlText":"<a 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