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寧組合板塊走強 恩捷股份和北方華創漲超8%領漲
格隆匯9月14日丨據wind,寧組合指數盤中一度漲3.5%,為9月6日以來最大盤中漲幅,目前漲幅略收窄至2.8%。成分股中,恩捷股份和北方華創漲超8%領漲,寧德時代和億緯鋰能漲超6%,凱萊英、泰格醫藥漲超5%,比亞迪漲近5%,藥明康德、昭衍新藥、斯達半導漲近4%。安信策略最新報吿稱,站在當前時點,我們認為以“寧組合”為代表的高景氣長賽道這一A股主線新一輪行情正蓄勢待發。從基本面來看,行業高景氣獲得中報以及中觀高頻數據驗證,甚至不斷超過市場預期。從行業輪動節奏的時間與空間來看,以寧組合為代表的高景氣長賽道主線調整整固期接近尾聲,新一輪行情蓄勢待發。短期從風險偏好來看,中美關係的階段性緩和,或將為半導體、光伏、5G、出口品等板塊帶來利好。

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