{"meta":{"id":"https:\/\/api.iclient.ifeng.com\/ipadtestdoc?aid=ucms_7yWOSLNOMJp","type":"doc","o":"1","documentId":"ucms_7yWOSLNOMJp"},"body":{"newStatus":"1","documentId":"ucms_7yWOSLNOMJp","staticId":"ucms_7yWOSLNOMJp","title":"东吴证券:建议关注家电及节能环保等内需行业","shareTitle":"东吴证券:建议关注家电及节能环保等内需行业","thumbnail_doc":"","thumbnail":"","source":"证券时报","author":"","editorcode":"weMedia","editTime":"2020-07-30 08:29:29","updateTime":"2020\/07\/30 08:29:29","wapurl":"http:\/\/\/\/finance.ifeng.com\/c\/7yWOSLNOMJp","introduction":"","wwwurl":"http:\/\/\/\/finance.ifeng.com\/c\/7yWOSLNOMJp","commentsUrl":"ucms_7yWOSLNOMJp","commentCount":0,"text":"
东吴证券指出,市场在连续两天震荡后,再度放量强势上攻,特别是人气板块证券、半导体芯片等品种的大涨,激发了盘面做多氛围,但从量能来看,后续仍需持续放量,反弹行情方可延续,否则依然是区间震荡行情,倘若后市量能不足,市场大概率要由流动性驱使演变为由基本面、景气度及业绩确定性主导的行情,板块方面,建议关注家电及节能环保等内需行业,家电板块近期走势较强,其中,美的集团再创历史新高,板块的业绩确定性较强且估值合理,另外,近期披露的睿远基金二季度持仓里,节能环保行业获得大佬关注,结合日前刚发起设立的国家绿色产业发展基金,行业在过去两年经历了去杠杆低迷后,在货币政策宽松的当下,有望迎来困境反转。<\/p>","img":[],"summary":"东吴证券指出,市场在连续两天震荡后,再度放量强势上攻,特别是人气板块证券、半导体芯片等品种的大涨,激发了盘面做多氛围,但从量能来看,后续仍需持续放量,反弹行情方","sharesummary":"东吴证券指出,市场在连续两天震荡后,再度放量强势上攻,特别是人气板块证券、半导体芯片等品种的大涨,激发了盘面做多氛围,但从量能来看,后续仍需持续放量,反弹行情方","commentType":"0","wemediaEAccountId":"706","showclient":"0","shareurl":"https:\/\/ishare.ifeng.com\/c\/s\/v002tP1Xw3hIJzHFRmpUuGI4RBKi2ekYYql8u4mmSmTE6Xg__","praise":"0","like_num":"0"}}