國泰君安：科技成長進入覺醒時刻

第一財經
2021.07.11 23:40
國泰君安研報稱，近期滬深 300 弱化與成長風格領漲，正是成長性主導市場的最好展現。一方面科技成長近期表現愈發耀眼，持續領漲各風格。另一方面在成長性主導下滬深 300 內部表現分化，具備高景氣、高增長特徵個股持續創出新高，而行業景氣度轉弱的個股股價持續回落。伴隨宏觀復甦見頂疊加中報窗口期，市場將聚焦盈利可持續增長的股票，高景氣將是未來一段時間的投資主線。
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