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2021-04-06

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窗口期机会来了！六大券商看市，聚焦这些板块

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23:23","market":"sh","language":"zh","title":"窗口期机会来了！六大券商看市，聚焦这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1137531498","media":"中国证券报","summary":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，","content":"<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>窗口期机会来了！六大券商看市，聚焦这些板块</title>\n<style 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href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137531498","content_text":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及2日大盘两连阳带来开门红。Wind数据显示，截至4月2日收盘，上证指数、深证成指、创业板指全周分别累计上涨1.93%、2.56%、3.89%。\n从板块看，28个申万一级行业中，上周食品饮料、休闲服务、电子、家用电器等板块出现企稳反弹态势，全周累计涨幅均在4%以上；就概念板块而言，半导体封测、国家大基金、医美、第三代半导体等表现活跃。\n在国盛证券看来，市场风格相对均衡，各板块有望轮番向上，尤其是核心资产、成长等板块修复将更为显著。\n近期反弹是否意味着A股将重拾上行趋势？国泰君安证券认为，短期而言趋势性行情难现，A股尤其是指数层面难以形成合力，将以震荡为主，但震荡并不意味着超额收益的整体消失。结构配置是当下重点，建议积极布局一季报业绩窗口期。\n展望后市，中信证券预计4月市场关注点将由外部转向内部。宏观流动性整体平稳，市场流动性整体均衡；而随着国内基本面预期上修，海外基本面预期下修，内外基本面相对强度的变化料蓄势破局。同时，投资者对于基金赎回、外资流出、外盘波动的担忧与实际情况的背离都在逐步修正，4月投资者情绪料持续修复。\n兴业证券认为，估值向下，盈利向上，波动加大，回归业绩基本面，更加注重短期业绩落地、兑现而非中长期故事，这是当前市场需要重视的特征之一。市场经过一段时间调整后，诸多板块的估值性价比在逐步凸显。此时围绕经济复苏、业绩景气方向进行布局是4月份较好的选择，基本面改善的方向是当前投资较强的确定性。\n在海通证券看来，今年A股仍处于牛市格局，还没到小熊阶段，2月18日以来的调整只是本轮牛市运行中的一次回撤，意在实现市场结构和风格的再平衡，为后续上涨蓄势。随着我国居民资金不断入市及A股迈向机构化，A股的波动会逐渐变小。\n调整到位的成长板块受关注\n中信证券建议继续聚焦四条主线：一是本轮市场调整后性价比较高的成长板块，如半导体设备、军工等；二是景气恢复明显的疫情受损板块，如旅游、酒店、航空等；三是受益于海外需求复苏的品种，如汽车零部件、家电等；四是一季报潜在高弹性品种，如上游资源品、医药、汽车、交通运输、电子等。\n中信建投证券认为，核心资产逐步进入估值盈利匹配区间，高铁、景区等疫情恢复板块持续占优，行业方面推荐白酒等核心资产，以及供需不平衡带来高景气的半导体板块和经济结构转型升级的光伏、新能源汽车板块。\n国泰君安证券认为，周期制造板块在二季度仍将会有较高的防御价值以及较好的相对收益，在此之外应逐步布局经历较长时间调整的科技成长板块。推荐四条主线：一是“碳中和”主题，如钢铁、新能源；二是预期充分调整、回归基本面增长的科技，如电子；三是机械；四是资产负债表修复的金融，如银行。同时继续推荐具备稀缺性的互联网港股龙头。\n兴业证券推荐三条主线：一是生活性和生产性服务业，如航空航运、社会服务（酒店、餐饮、旅游、医美、免税），以及估值性价比和业绩增速都较为确定的银行等；二是围绕一季报和筹码结构，短期景气较好且增速较高的，如半导体、医药里的器械与服务；三是从中期维度看，上游原材料品种以及地产后周期的轻工家居、家电等顺周期方向。\n国盛证券建议沿着三条主线左侧布局反弹：一是长期景气向好的新能源、半导体、医药、家电等板块；二是业绩超预期的化工、机械、交运、社会服务等板块；三是港股科技龙头。\n海通证券认为，展望2021年，科技将进一步与制造业融合，如新能源改造生产端（汽车智能化、光伏）、5G改造生产端（云计算、人工智能、消费电子）等有望成为领涨行业。建议关注大众消费，预计乳制品、餐饮等大众消费需求将大增。此外预计专科医院、高端医疗器械、医疗美容、养生保健等医疗服务领域需求也有望提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":343860500,"gmtCreate":1617703148200,"gmtModify":1704701965599,"author":{"id":"3552637101267219","authorId":"3552637101267219","name":"Kk520","avatar":"https://static.tigerbbs.com/11c527a3610fa8fadab6a7634c1e99f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552637101267219","authorIdStr":"3552637101267219"},"themes":[],"htmlText":"Hahahahhahaah","listText":"Hahahahhahaah","text":"Hahahahhahaah","images":[{"img":"https://static.tigerbbs.com/397fea2bb3c6b00b9f43f74db914316e","width":"1125","height":"2768"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343860500","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349775066,"gmtCreate":1617651952655,"gmtModify":1704701349229,"author":{"id":"3552637101267219","authorId":"3552637101267219","name":"Kk520","avatar":"https://static.tigerbbs.com/11c527a3610fa8fadab6a7634c1e99f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3552637101267219","authorIdStr":"3552637101267219"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349775066","repostId":"1137531498","repostType":4,"repost":{"id":"1137531498","kind":"news","pubTimestamp":1617636180,"share":"https://ttm.financial/m/news/1137531498?lang=&edition=fundamental","pubTime":"2021-04-05 23:23","market":"sh","language":"zh","title":"窗口期机会来了！六大券商看市，聚焦这些板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1137531498","media":"中国证券报","summary":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，","content":"<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>窗口期机会来了！六大券商看市，聚焦这些板块</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n窗口期机会来了！六大券商看市，聚焦这些板块\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-05 23:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/jUgq1w3Lhwt2pc8HzkvCtw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137531498","content_text":"3月26日以来，A股市场小幅反弹，沪指再度向3500点发起冲击。在年报及季报渐次披露带来的基本面支撑下，A股市场能否重拾涨势？后市该如何布局？\n在券商看来，短期而言趋势性行情难现，市场仍将以震荡为主，不过4月投资者情绪料持续修复；就配置而言，顺周期板块二季度仍有望有不错表现。此外，调整后性价比较高的成长板块值得关注。\n短期趋势性行情难现\n上周（3月29日至4月2日）A股市场持续缩量反弹，4月1日及2日大盘两连阳带来开门红。Wind数据显示，截至4月2日收盘，上证指数、深证成指、创业板指全周分别累计上涨1.93%、2.56%、3.89%。\n从板块看，28个申万一级行业中，上周食品饮料、休闲服务、电子、家用电器等板块出现企稳反弹态势，全周累计涨幅均在4%以上；就概念板块而言，半导体封测、国家大基金、医美、第三代半导体等表现活跃。\n在国盛证券看来，市场风格相对均衡，各板块有望轮番向上，尤其是核心资产、成长等板块修复将更为显著。\n近期反弹是否意味着A股将重拾上行趋势？国泰君安证券认为，短期而言趋势性行情难现，A股尤其是指数层面难以形成合力，将以震荡为主，但震荡并不意味着超额收益的整体消失。结构配置是当下重点，建议积极布局一季报业绩窗口期。\n展望后市，中信证券预计4月市场关注点将由外部转向内部。宏观流动性整体平稳，市场流动性整体均衡；而随着国内基本面预期上修，海外基本面预期下修，内外基本面相对强度的变化料蓄势破局。同时，投资者对于基金赎回、外资流出、外盘波动的担忧与实际情况的背离都在逐步修正，4月投资者情绪料持续修复。\n兴业证券认为，估值向下，盈利向上，波动加大，回归业绩基本面，更加注重短期业绩落地、兑现而非中长期故事，这是当前市场需要重视的特征之一。市场经过一段时间调整后，诸多板块的估值性价比在逐步凸显。此时围绕经济复苏、业绩景气方向进行布局是4月份较好的选择，基本面改善的方向是当前投资较强的确定性。\n在海通证券看来，今年A股仍处于牛市格局，还没到小熊阶段，2月18日以来的调整只是本轮牛市运行中的一次回撤，意在实现市场结构和风格的再平衡，为后续上涨蓄势。随着我国居民资金不断入市及A股迈向机构化，A股的波动会逐渐变小。\n调整到位的成长板块受关注\n中信证券建议继续聚焦四条主线：一是本轮市场调整后性价比较高的成长板块，如半导体设备、军工等；二是景气恢复明显的疫情受损板块，如旅游、酒店、航空等；三是受益于海外需求复苏的品种，如汽车零部件、家电等；四是一季报潜在高弹性品种，如上游资源品、医药、汽车、交通运输、电子等。\n中信建投证券认为，核心资产逐步进入估值盈利匹配区间，高铁、景区等疫情恢复板块持续占优，行业方面推荐白酒等核心资产，以及供需不平衡带来高景气的半导体板块和经济结构转型升级的光伏、新能源汽车板块。\n国泰君安证券认为，周期制造板块在二季度仍将会有较高的防御价值以及较好的相对收益，在此之外应逐步布局经历较长时间调整的科技成长板块。推荐四条主线：一是“碳中和”主题，如钢铁、新能源；二是预期充分调整、回归基本面增长的科技，如电子；三是机械；四是资产负债表修复的金融，如银行。同时继续推荐具备稀缺性的互联网港股龙头。\n兴业证券推荐三条主线：一是生活性和生产性服务业，如航空航运、社会服务（酒店、餐饮、旅游、医美、免税），以及估值性价比和业绩增速都较为确定的银行等；二是围绕一季报和筹码结构，短期景气较好且增速较高的，如半导体、医药里的器械与服务；三是从中期维度看，上游原材料品种以及地产后周期的轻工家居、家电等顺周期方向。\n国盛证券建议沿着三条主线左侧布局反弹：一是长期景气向好的新能源、半导体、医药、家电等板块；二是业绩超预期的化工、机械、交运、社会服务等板块；三是港股科技龙头。\n海通证券认为，展望2021年，科技将进一步与制造业融合，如新能源改造生产端（汽车智能化、光伏）、5G改造生产端（云计算、人工智能、消费电子）等有望成为领涨行业。建议关注大众消费，预计乳制品、餐饮等大众消费需求将大增。此外预计专科医院、高端医疗器械、医疗美容、养生保健等医疗服务领域需求也有望提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}