海通证券:经济复苏已在路上 市场结构阶段性再平衡中

金十数据 · 2020-10-18
海通证券策略团队发布研报称,三季度早周期行业占优说明经济复苏已在路上,市场结构阶段性再平衡中,中短期后周期的金融地产更优,科技是转型升级牛的中长期主线。行业配置方面,海通证券表示,疫情冲击过去后主板基本面正在逐步改善,行情有望从早周期向后周期板块蔓延,即大金融地产。展望未来一年到一年半,科技仍是产业主线,基本面将更强,如新能源产业链、计算机等。

Long Bridge Securities Ltd is a New Zealand registered Financial Service Provider (FSP number: FSP600050), and is a member of the Financial Dispute Resolution Scheme, a New Zealand independent dispute resolution service provider.

All data and contents of the Long Bridge website (longbridge.global) are for investors' reference only. Before conducting investment activities, investors should fully understand the relevant products, clearly know their potential risks, and make rational decisions based on their own risk tolerance; and investors should be aware that all investment activities involve risks and investment activities may not be suitable for every investor.

Customer Service (Only for general enquiries):400-071-2688

0800 33 9033 / (09) 533 9033(New Zealand)

Support Email: service@longbridge.global
简体中文