海通证券首席最新研判来了!股市在盛夏迎来较好窗口期

中国证券报2021-06-23

6月23日-25日,海通证券召开2021年中期策略会,在今日上午的主论坛环节,海通证券首席经济学家兼首席策略分析师荀玉根及首席宏观分析师梁中华,就市场关注的宏观经济相关话题以及A股市场策略等进行了深度解析。 荀玉根表示,通胀压力下半年有望缓解,指数今年有望创新高,市场在盛夏迎来较好窗口期。他建议,结构上守正出奇,以“茅指数”为代表的龙头优质公司仍是较好配置,盈利增长较快、顺应政策方向的智能制造值得...

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