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宁组合板块走强 恩捷股份和北方华创涨超8%领涨
格隆汇9月14日丨据wind,宁组合指数盘中一度涨3.5%,为9月6日以来最大盘中涨幅,目前涨幅略收窄至2.8%。成分股中,恩捷股份和北方华创涨超8%领涨,宁德时代和亿纬锂能涨超6%,凯莱英、泰格医药涨超5%,比亚迪涨近5%,药明康德、昭衍新药、斯达半导涨近4%。安信策略最新报吿称,站在当前时点,我们认为以“宁组合”为代表的高景气长赛道这一A股主线新一轮行情正蓄势待发。从基本面来看,行业高景气获得中报以及中观高频数据验证,甚至不断超过市场预期。从行业轮动节奏的时间与空间来看,以宁组合为代表的高景气长赛道主线调整整固期接近尾声,新一轮行情蓄势待发。短期从风险偏好来看,中美关系的阶段性缓和,或将为半导体、光伏、5G、出口品等板块带来利好。

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