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A股異動 | 軍工股逆勢走強,軍工行業上週獲外資逆勢淨買入近7億
格隆匯3月14日丨軍工股逆勢走強,成飛集成、航發科技等股漲停,航發動力漲超5%。上週北上資金整體淨賣出363億元,但國防軍工行業獲逆勢流入,淨買入逾6.96億元,所有二級行業均獲得加倉。中航證券指,當前時點, 軍工行業估值已經顯得便宜,現已再次進入到具有性價比的配置區間。面對非理性調整,當前階段更需要一份理性與冷靜,再度深調空間已有限,雖然信心恢復和風格轉換尚需時間,但底部正在臨近, 已進入以時間換空間階段,不宜過度悲觀和盲目殺跌。

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