财经快讯|中信建投证券:科技方向有望迎来一定交易性机会
中信建投证券研报认为,近期市场情绪有所升温,但板块依然快速轮动。业绩具备韧性方向集中在受益外需回暖的出口链、涨价潮迭起的海外定价周期品、AI算力/华为链等部分科技细分、以及国内出行链。近期市场围绕业绩超预期后续景气预期向上方向快速轮动,预计后续地产债务压力+美债利率持续上行背景下红利仍是底仓首选,但前期回调充分+海外指引乐观的科技方向有望迎来一定交易性机会,中长期从配置、估值、交易、基本面等角度看红利行情未完。
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