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銀河證券:建議聚焦科技板塊中業績優秀的價值股
銀河證券指出,5月中到6月中市場可能呈現震盪上行,但節奏上有所反覆的態勢。前期市場在政策“組合拳”呵護下及外部環境改善預期下已經有所上升。進入5月中旬後,雖然政策會持續發力,但仍面臨一些擾動如資金面波動和外部環境不確定性等因素。所以整體以震盪上行來消化前期升幅和等待新的催化因素為主。綜合來看,科技成長板塊在政策支撐和產業升級的推動下,有望繼續保持活躍,如AI算力、機器人、半導體等領域具有長期發展潛力,依然是市場的熱點,戰略看好科技產業趨勢的投資機會,建議聚焦科技板塊中業績優秀的價值股,但需關注外部不確定性等因素帶來的影響。
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