A股異動 | 軍工股全線爆發 國瑞科技等多股升停
格隆匯3月21日丨國瑞科技20CM升停,煉石航空、寶塔實業、航發科技等多股封板,久之洋、恒宇信通、中船應急、觀想科技等升超10%。消息面上,國資委黨委召開擴大會議,會議強調,以更大力度鼓勵支持中央軍工企業做強做優做大,指導中央企業立足自身所能積極支持國防軍隊建設,助力實現國家戰略能力最大化。中泰證券曾發研報指,當前,海內外風險因素雖然在邊際上有所釋放,但釋放程度並沒有市場想象得那麼高。未來一個多月裏,市場或繼續調整對於四大因素“疫情、債務(地產+城投)、美聯儲貨幣政策、地緣衝突”的定價,因此,當前我們依然維持相對謹慎的看法。建議適當配置軍工、半導體等安全板塊,高分紅的低估值央企以及醫藥進行防禦。

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