中信建投:傳統TMT以及部分高端製造板塊仍是確定性較強的景氣機會
中信建投研報指出,7-8月中報將成為市場重要交易線索,關注超預期或增速較高的板塊。大類風格來看,穩定類表現最佳,週期品環比改善,紅利相關板塊整體向好;科技製造內部分化,綜合來看,傳統TMT(半導體和蘋果鏈等)以及部分高端製造板塊仍是確定性較強的景氣機會。值得注意的是,紅利和部分成長板塊可能存在交易熱度和擁擠度升温的短期風險,但也為板塊中期佈局提供好的時機。
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