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招商證券:建議關注高景氣TMT領域、具有全球競爭力的中游製造、內需領域和其他業績預喜板塊
格隆匯 07-13 19:45

招商證券發佈研報稱,近期A股市場持續創下年內新高,隨着業績期到來,沿着中報超預期的方向進攻是勝率較高的選擇。整體來看,A股中報業績向好率高於去年同期,雖然整體盈利改善幅度或有限,但結構性方向仍然值得佈局,建議關注高景氣TMT領域、具有全球競爭力的中游製造、內需領域和其他業績預喜板塊。關於反內卷,後續需要關注分行業化解產業結構性矛盾的政策出台。

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