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招商證券:A股正在醞釀新一輪上行攻勢,目前儘管波動較大,但正好是低位建倉機遇
格隆匯9月12日丨招商證券:A股正在醞釀新一輪上行攻勢,目前儘管波動較大,但正好是低位建倉機遇。綜合基本面、事件和政策,當前的配置思路轉向均衡配置。在原有景氣賽道新機車的基礎上,加倉銀房家。9月進入施工、地產銷售旺季,加上國務院推出新一輪穩增長措施,宏觀環境的變化更有利於基建施工鏈、地產竣工鏈和低估值銀行地產。銀房家考慮逐漸加倉,以使得持倉風格相對均衡,以應對可能的四季度風格切換。
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