广发证券:对于已经持有本轮牛市科技主线的投资者,建议继续坚守科技主线

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金十数据9月1日讯,广发证券表示,维持前期关键判断,市场确立“牛市思维”,趋势一旦形成短期很难逆转。对于已经持有本轮牛市科技主线的投资者,在当前估值分化程度并不算高的位置上,去参与“高低切换”的必要性不强,建议继续坚守科技主线。而对于当下新流入市场的增量资金、主线板块持股有限的投资者,选择“低位看涨期权”也不妨是一种思路,除TMT板块之外,还有成长方向的汽零/机器人近期滞涨环节、消费电子、AI应用等,也包括顺周期的大消费(休闲食品、家电、零售商超等)、周期资源品(化工等)。

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