财经快讯|国泰君安：投资机会在年中，看好科技制造等板块
国泰君安4月29日研报指出，投资机会在年中，看好科技制造，与具有成长性的周期材料与消费。行情驱动来自于不确定性下降，而非盈利预期的上修，因此年中投资重点在具有成长性的股票。推荐：1）科技制造业：电子半导体/汽车与零部件/军工/机械/通信；2）券商+具有成长性的周期与消费。股市不确定性下降+并购重组预期，看好券商股反弹；关注医药/化妆品/啤酒饮料/家电，与有色/化工/钢铁新材料。3）资源品有望受益：石化/煤炭等。4）继续看好港股优质公司，除港股互联网外，增加对港股汽车、半导体与医药的推荐。
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