國金證券:計算機板塊有可能具備再次構築雙底,啟動新一輪向上行情的機會
國金證券近日研報表示,年初至今計算機行業表現居末,二季度機構持倉環比下降,回到歷史地位。近期我們觀察到板塊活躍度有所提升,一方面可能前期回撤,比較大程度上體現了投資者風險偏好回落和對經營表現強度預期不高的影響,籌碼結構也進一步優化,在改革預期的背景下,G端和大B端需求也可能有見底回暖的契機,只是強度未知,信創、車路雲、智能駕駛等關注度也有提升。我們認為板塊有可能具備再次構築雙底,啟動新一輪向上行情的機會。
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