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風格切換!醫藥股走強,石油黃金等避險股下跌
格隆匯2月25日丨今日市場風格明顯切換,此前持續回調的“低估值”醫藥股今日集體反彈,通策醫療更是封漲停板,而昨日還作為避險概念的石油、黃金股今日集體回調,中國石油、山東黃金和中金黃金跌超3%。機構普遍認為,俄烏局勢的演繹仍具不確定性,地緣風險構成短期擾動,可適當關注黃金、石油等避險板塊,但從長期來看,在主板市場準備註冊制的大背景下,投資者應更看重上市公司的業績和估值,一些低估值被錯殺的優質行業龍頭有望迎來估值修復的機會,可以逢低慢慢佈局。
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