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中信證券:三大信號逐步驗證,三季度有望迎來市場拐點
中信證券研報指出,市場拐點的三大信號在正在陸續驗證,三中全會召開在即,政策信號即將明確;外部信號美聯儲降息預期與美國大選的局勢逐步明朗;價格信號依然疲弱,其中房價信號還有待觀察,PPI仍待環比持續轉正;隨着三大信號逐步驗證,三季度有望迎來市場拐點,後續紅利策略將持續分化,待市場拐點出現後再轉向績優成長。
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