机构4月投资策略乐观，关注低估值成长

上海市委市政府致全市人民的一封信：胜利必将属于我们，上海的春天终将美丽如常！","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/716/w800h4716/20220331/3c62-cc22633aaae50cb250fb28f37c89be7c.jpg"]},"commentid":"live:finance-152-2606988:0","compere_id":0,"creator":"maohua1@staff.sina.com","mender":"maohua1@staff.sina.com","create_time":"2022-03-31 06:25:56","update_time":"2022-03-31 06:26:20","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"u4e0au6d77","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-03-31\/doc-imcwiwss9087136.shtml","docid":"mcwiwss9087136"}","old_live_cid":"0","tag":[{"id":"9","name":"焦点"},{"id":"110","name":"疫情"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-03-31/detail-imcwiwss9087136.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2606987,"zhibo_id":152,"type":0,"rich_text":"【机构4月投资策略乐观，关注低估值成长】对于二季度机构重点关注的方向，机构近期发布的策略报告显示，随着4月上市公司年报和一季度业绩陆续披露，各行业景气度将得到确认，可关注盈利增速较快的煤炭、有色等高景气板块，以及稳增长方向的基建、银行等。兴业证券认为，中长期来看，在外资当前仍低配A股、人民币避险属性大幅增强、国内持续稳健的基本面和投资环境下，外资流入A股仍是长期趋势。此外，有业内人士认为，随着前期深幅调整，包括消费、新能源等在内的部分行业优质公司估值已具有吸引力。（经参）