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市場(chǎng)放量上漲反彈仍將延續(xù)

發(fā)布時(shí)間：2014-09-25 07:36:05 來(lái)源：今日早報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　市場(chǎng)放量上漲反彈仍將延續(xù)

　　周三滬深股指低開(kāi)高走，全天震蕩上行，成交量明顯放大，兩市成交近4000億，券商和軍工等板塊漲幅居前。盡管有8只新股集中申購(gòu)，但市場(chǎng)依舊能夠放量上漲，走勢(shì)明顯強(qiáng)于我們的預(yù)期。短期的宏觀經(jīng)濟(jì)波動(dòng)或許是市場(chǎng)單日大跌的借口或理由，但在改革與轉(zhuǎn)型、滬港通等背景下，市場(chǎng)的合力依舊展示了強(qiáng)大的自身做多力量，現(xiàn)階段我們依然維持市場(chǎng)無(wú)整體風(fēng)險(xiǎn)的判斷，看好反彈的延續(xù)。板塊方面，推薦券商、醫(yī)藥、電力和商貿(mào)零售；主題投資，看好軍工、國(guó)企改革、土地流轉(zhuǎn)、新能源汽車和高鐵等。

　　俞毅

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