券商勾勒A股下半年掘金图谱,哪些主线将接力?

经济观察报2021-06-16

随着券商机构下半年投资策略陆续出台,一幅投资路线图逐渐勾画清晰。 导读 壹  ||  中信证券、中信建投、中金公司等多家券商近日陆续发布2021年中期策略报告。随着2021年上半年行情接近尾声,A股下半年走势成为市场关注焦点。 贰  ||  今年上半年,A股市场经历了核心资产与二线资产、大市值与中小市值、成长股与周期股的再平衡,相比去年下半年弱周期与顺周期、消费品与制造业的再平衡,今年上半年市场...

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