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起風了——軍工行業的擇時與選股 | 格隆彙集結令134期

總所周知,強國必先強軍,軍工業在我國有着舉足輕重的地位,受關注度高,因此軍工行業發展較為穩定。一方面,我國大型軍工企業多為國企背景,易獲得融資支持,流動性風險小。另一方面,軍工行業受國家局勢和地緣政治影響,需要不斷追求裝備進步,對其產業鏈進行革新,行業增長韌性強,受短期經濟波動和局部疫情影響小。

我國軍工行業在“十四五”週期中步入了前所未有的發展階段,軍工國企將沿着三年改革行動方案實現高質量發展。市場對於軍工的期望是比較高的,軍工板塊近期多家上市公司發佈上半年業績預吿,業績表現好,和大家所預想的差距不大,其中振華科技、中航重機等個股中報的歸母淨利潤有望實現同比增長100%以上。在此行情下,對軍工行業的擇時與選股將會是投資者最為關心的:

l 如何把握軍工行業和個股的高波動?

l 當前時間點應該配行業還是選個股?

l 如何找到短期和長期投資的平衡點?

對於以上的問題,7月17日(週日)上午10:00安信證券軍工行業首席分析師張寶涵先生將會與您一起探討“軍工行業的擇時與選股”。

 

會議主題:

起風了——軍工行業的擇時與選股

重磅嘉賓:

張寶涵,安信證券軍工行業首席分析師,兼新材料研究首席分析師,雙碩士研究生,曾任公募基金軍工、科技等行業研究員,2021年2月加入安信證券從事賣方研究。

直播看點:

1.如何把握軍工行業和個股的高波動?

2.當前時間點應該配行業還是選個股?

3.如何找到短期和長期投資的平衡點?

直播時間:

2022年7月17日上午10:00

觀看直播:

觀看直播請至格隆匯APP直播間& 格隆匯APP微信視頻號直播間

 

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