每經(jīng)AI快訊,中信證券研報(bào)指出,外部環(huán)境持續(xù)動(dòng)蕩,市場(chǎng)持續(xù)高輪動(dòng),對(duì)確定性偏好更高。從主題環(huán)境來看,綜合流動(dòng)性指標(biāo)和市場(chǎng)風(fēng)格特征,市場(chǎng)在情緒較高區(qū)位震蕩。從催化因素和時(shí)序上看,重點(diǎn)關(guān)注業(yè)績(jī)有潛在超預(yù)期和在低位板塊。
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