光大证券:市场短期内或进入宽幅震荡阶段

GateNews

金十数据10月12日讯,光大证券发布研报称,短期内,市场或进入宽幅震荡阶段。一方面,经过前期的上涨,市场估值处于近几年相对高位,部分资金相对谨慎,叠加中美关系仍然存在较大不确定性,市场风险偏好或将有所回落。另一方面,党的二十届四中全会临近,市场的政策预期有望升温,叠加美联储年内仍有降息空间,或将对市场形成支撑。因此,多重因素交织下,短期内,市场或进入宽幅震荡阶段。行业配置方面,短期内关注高股息及消费板块,中期关注TMT和先进制造板块。

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