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市場(chǎng)交投活躍投資者仍可精選個(gè)股做多

發(fā)布時(shí)間：2014-09-26 07:22:54 來(lái)源：今日早報(bào) 作者：佚名責(zé)任編輯：羅伯特

　　市場(chǎng)交投活躍

　　投資者仍可精選個(gè)股做多

　　周四滬深股指早盤繼續(xù)強(qiáng)勢(shì)上漲，再創(chuàng)本輪反彈的新高，午后有所回落，但市場(chǎng)交投活躍。改革與轉(zhuǎn)型是本屆政府的任務(wù)與使命，同時(shí)也為資本市場(chǎng)提供了無(wú)限的想象空間。伴隨著央企改革試點(diǎn)名單的擴(kuò)大以及地方國(guó)企改革方案的落地，有理由相信改革將逐漸進(jìn)入實(shí)操階段，同時(shí)也成為市場(chǎng)可中長(zhǎng)期炒作的一個(gè)重要主題投資機(jī)會(huì)。滬指創(chuàng)反彈新高后雖有所回落，但不必過(guò)分擔(dān)憂，投資者仍可精選個(gè)股做多。板塊方面，推薦券商、醫(yī)藥、電力和商貿(mào)零售；主題投資方面，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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