国泰君安：科技成长进入觉醒时刻

YiCai
2021.07.11 23:40
国泰君安研报称，近期沪深 300 弱化与成长风格领涨，正是成长性主导市场的最好展现。一方面科技成长近期表现愈发耀眼，持续领涨各风格。另一方面在成长性主导下沪深 300 内部表现分化，具备高景气、高增长特征个股持续创出新高，而行业景气度转弱的个股股价持续回落。伴随宏观复苏见顶叠加中报窗口期，市场将聚焦盈利可持续增长的股票，高景气将是未来一段时间的投资主线。
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