中信证券:4月推荐配置传媒、消费者服务、电子、房地产、建筑等
中信证券研报认为,政策端,3月政策情绪量化结果看,TMT板块政策红利延续,其中AIGC高速发展产业落地可期,食品饮料、建筑边际提升明显;景气端,消费与科技板块基本面持续维持高景气,业绩期市场或重回景气逻辑;流动性端,3月新增交易热点集中于通信、传媒、建筑等行业。综合多维因素,长期看数据策略模型2023年04月推荐配置为:传媒、消费者服务、电子、房地产、建筑;结合边际变化趋势建议关注家电、食品饮料。
Statement:
The content of this article does not represent the views of fxgecko website. The content is for reference only and does not constitute investment suggestions. Investment is risky, so you should be careful in your choice! If it involves content, copyright and other issues, please contact us and we will make adjustments at the first time!