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券商策略:二季度基本面接力有难度 市场或将维持震荡格局

2020-02-15 02:17温州市教育国际交流协会编辑:admin人气:


上周市场在冲高后持续走弱,沪指跌1.78%,创业板指跌4.59%。展望后市,安信证券认为市场短期仍会惯性上冲,但由于经济在短期反弹之后中期走势并不明朗,此后大概率会在新的平台维持震荡格局;中信建投认为市场进入了一个短暂的调整期,但4月市场将渐入佳境;海通证券表示今年以来市场涨幅对比历史年度表现已很可观,若基本面不能无缝对接,需注意回撤风险。

海通策略:静等待未来数据 二季度基本面接力有难度

体球网HEXINJIELUN:①2440DIANYILAINIUSHIDIYIJIEDUANGUZHIXIUFUYIJINGKEGUAN,MUQIANAGUGUZHIJIEJIN2016NIANLAIJUNZHI,CHUYU05NIANYILAI30-40%FENWEI,FENGXIANYIJIAHUIDAOSANNIANJUNZHISHUIPING。②NIUSHIDIERJIEDUANXUYAOJIBENMIANJIELI,SHERONGDAIBIAODELINGXIANZHIBIAOYIJIDUJIANDIHUISHENG,CONGKUCUNZHOUQIHELINGXIANZHIBIAOSHIZHIKANQIYELIRUNDENGTONGBUZHIBIAOERJIDUJIANDIHUISHENGYOUNANDU。③JINNIANYILAISHICHANGZHANGFUDUIBILISHINIANDUBIAOXIANYIHENKEGUAN,RUOJIBENMIANBUNENGWUFENGDUIJIE,XUZHUYIHUICHEFENGXIAN,SUOWEISHANGAOFENGDA,JIEDUANXINGYINXINGGONGSHOUJIANBEI。

安信策略:政策或进入阶段性观察期 风格暂偏蓝筹

综合考虑目前整体环境,我们预期市场短期仍会惯性上冲,但由于经济在短期反弹之后中期走势并不明朗,货币政策的宽松预期则可能阶段性受限,此后大概率会在新的平台维持震荡格局。综合考虑一季报、经济金融数据及预期、市场此前表现,增量资金,我们认为在当前环境下,前期涨幅较小的价值蓝筹股会有一轮补涨行情,这可能会造成指数上涨,但多数个股赚钱效应有限的局面总的来说,行业上重点关注周期品、地产、银行等。主题上重点关注国企改革、一带一路、上海自贸区、长三角一体等。

国君策略:货币创造超预期 背后是市场信心提升超预期

SHICHANGHUIDIAOZHUYAOSHIQIANQIHUOLIPANFENGHOUCHOUMAYOUDUIXIANXUQIU,ZHENGRUWOMENYIZHITIJIDEJINNIANSHICHANGDEDIYIGESHENGFUSHOU。ERJIN,DIERGESHENGFUSHOUYIDAOLAI。WOMENRENWEI,HOUXUSHICHANGZHUXIANYAOCONGZIJINQUDONGDEREDIANLUNDONG,XIANGJIBENMIANZHICHENGDEGUZHIWADIQIEHUAN,SHIJISHANGJINQISHICHANGYEJIBAOGAOBIAOXIANTUCHUDEBANKUAIBIAOXIANJIAOHAO,YIJINGCHUBUXIANSHICHUSHICHANGDUIYUYINGLIZHONGSHICHENGDUDEJIAQIANG。ZAICILUOJIZHIXIA,WOMENCHIXUTUIJIANZHOUQIBANKUAI。SUIRANDUANQIHONGGUANCENGMIANSHANGBUNENGKANDAOSHUJUTIXIAN,DANZHONGGUANCENGMIANZAOZHOUQILINGYUDEJIJIBIANHUAYIJINGFASHENG,WENZENGZHANGYUQIDIEJIADIGUZHIYINSU,ZHOUQIBANKUAIJIANGYOUMINGXIANBIAOXIAN,RUJIANCAI、GANGTIE、DICHANDENGXINGYE。QICI,BANSUIJIBENMIANHEYEJIBEIGUANYUQISHIFANG,SHOUYIKEJICHUANGXINZHENGCEHONGLI、KECHUANGBANFUSHEYIJISHERONGDAFUCHAOYUQI,SHICHANGFENGXIANPIANHAOJIXUXIUFU,FANZAIDIANLIWULIANWANG、5G、ZHINENGWANGLIANQICHE、GUOQIGAIGEDENGGAINIANBANKUAIJIANGYINGLAIBIAOXIANJIHUI。

广发策略:继续周期补涨 A股配置宽信用持续受益

CONGAGULISHISHANGKEBIDEXIONGZHUANNIUCHUQIJINGYANLAIKAN,DIBUYOUCE+3MZHI+6MQUJIANDEGUZHIKUOZHANGFUDUWANGWANGXIAOYUZUICHUSANGEYUEQUJIAN,GUZHIKUOZHANGDECHENGDUYUYINGLIDEGAISHANCHENGDUZHENGXIANGGUAN,FANYINGYINGXIANGGUZHIDESANYAOSUZHONG,LIUDONGXINGHEFENGXIANPIANHAODEQUANZHONGXIAXINGERYINGLIYUQIDEQUANZHONGSHANGXING。SHICHANGDEDUANQIZOUSHIZEZHUYAOHEYINGLIZHUANGKUANGBIANHUAZHENGXIANGGUAN。CIWAI,ZAIDIBUYOUCECHUQI,JINGLILEYILUNWANZHENGDEFENGGELUNDONG(MEIZHONGFENGGEQIMALIANXULIANGZHOUPAOYING)、QIANQIZHIZHANGDEFENGGEBUZHANGZHIHOU,SHICHANGWANGWANGYINGLAIZHENDANGDIAOZHENG。YUJIZHOUQIGUDUANQIJIXUYINLINGSHICHANGSHANGZHANG,HESHIJINRULISHIJINGYANDEZHENDANGDIAOZHENGQIQUJUEYUQIYEYINGLIYUQIDEBIANJIJIANRUODESHIDIAN,WOMENYUJIKENENGZAIERJIDUZHONGQI。HUIGUAGULISHISHANGJILUNDAXINGDIBUDECHUQI(2005NIAN、2008NIAN、2012NIANHE2013NIAN),DIBUYOUCEDECHUQISANGEYUE,XINGQINGSHANGZHANGZHUYAOKAOGUZHIKUOZHANGLADONG,SHIJIYINGLIDIBUBINGFEIBIYAOTIAOJIAN,KENENGBANSUIZHEYINGLIZENGSUDEJIXUXIAXING(RU2005NIANHE2008NIAN),DANJINRUDAO+3M to +6MQUJIAN,GUZHIKUOZHANGDECHENGDUJUNJIAOZHIQIANSANGEYUEYOUSUOSHOULIAN。ERWULUNSHIGUZHIDEBIANHUAHAISHIZHENGTIXINGQINGDEZOUSHI,JUNYUYINGLIZENGSUDEBIANJIBIANHUACHENGXIANZHENGXIANGGUAN:1)2005NIANHE2012NIAN,+3M to +6MQUJIANDEYINGLIZENGSUBIANHUAJIAOCHUQISANGEYUEJIBENBAOCHIPINGWEN,GUZHIBIANHUABUDA,XINGQINGZHENGTIZAI-4%ZHI+3%QUJIANZHENDANG;2)2008NIAN,DIERGESANGEYUEQUJIANDEYINGLIZENGSUJIAOCHUQISANGEYUEDAFUSHANGXING,GUZHIJIXUKUOZHANG,XINGQINGSHANGZHANG;3)2013NIANDIERQUJIANJIAODIYIQUJIANDEYINGLIZENGSUXIAOFUHUILUO,GUZHIXIAOFUSHOUSUO,XINGQINGZHENDANG。CONGGUOWANGJINGYANLAIKAN,DANGHEXINMAODUNYOUFENMUDUANJIEDUANXINGZHUANXIANGFENZIDUANHOUAGUXUYAOGENGMIQIEGUANZHU4-5YUEJIBENMIANDEBIANHUAQINGKUANG。

中信建投:信用宽松复苏渐进 四月牛市渐入佳境

2019NIAN4YUEDI2ZHOU,ZAIHUAGONGBANKUAIDAFUDUSHANGZHANG,SHICHANGJIEJIN3300DIANZHIHOU,SHICHANGJINRULEYIGEDUANZANDEDIAOZHENGQI。ZHEIZHUYAOYUANYINXINYONGCHIXUDEKUANSONGDAILAILEJICHUHUOBIDEXUQIU,DANYANGXINGZANTINGGONGKAISHICHANGCAOZUOXIAOFUTAISHENGLEWUFENGXIANLILV,RONGYIZIXUNWANG,YINQILELILVFENGXIANJIEGOUDEPINGYI。ZHEIZHONGDUANZANDEDIAOZHENGJIUGOUCHENGLEWOMENTICHUDENIUSHIDIERJIEDUANJUEJIADEJIACANGJIHUI。CONGGUPIAOSHICHANGLAIKAN,4YUESHICHANGJIANGJIANRUJIAJING。KUANXINYONGCHIXU,LANCHOUHECHENGZHANGLIANGGEFANGXIANGDOUHUISHANGZHANG。SHOUXIAN,LILVXIAJIANG、JINGJIFUSU,DICHANHEZHOUQIBANKUAICHENGWEIZUIZHANYOUDEFANGXIANG,ERQIEHAIJIANJUGUZHIJIAODIDEXINGJIABIYOUSHI,ZHONGDIANTUIJIANDICHAN、JIANCAI、HUAGONG、GANGTIE、JIADIAN、QINGGONGBANKUAI。QICI,LILVXIAJIANG,CHENGZHANGGUJIUQIDA,YOUDEDAOZHENGCEDECHIXUZHICHI,WOMENTUIJIANDIANZI、TONGXINDENGZHONGDIANBANKUAI。YOUYUNIUSHICHIXUHEKECHUANGBANTUIJIN,QUANSHANGBANKUAIYESHIGUANCHUANQUANNIANDEGAODANXINGPINZHONG。

联讯策略:社融数据超预期 后市可以更乐观些

(来源:网络整理)

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