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招商證券:科技板塊仍在景氣向上週期,值得堅定持有
格隆匯 09-24 15:33
招商證券指出,在經歷對科技週期識別並確認帶來的板塊預期差修復,科技股迎來了年內第二波大漲。此時我們再審視市場,在經歷了消費股、科技股的輪番大漲帶來的刺激後,無論是經濟數據、財政貨幣政策、外部環境都回歸到一種少見的平淡狀態。整體而言,我們仍處在年初開啟的兩年半上行週期過程中。科技板塊仍在景氣向上週期,值得堅定持有。
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