券商中期策略会密集召开 “业绩好、估值低”板块受关注

今天《人民日报》头版的主要内容有：1、习近平会见所罗门群岛总理索加瓦雷；2、习近平会见俄罗斯联邦委员会主席马特维延科；3、习近平致电祝贺米尔济约耶夫当选乌兹别克斯坦总统；4、习近平向全球共享发展行动论坛首届高级别会议致贺信；5、李强同所罗门群岛总理索加瓦雷会谈；6、赵乐际与俄联邦委员会主席马特维延科举行会谈并共同主持中俄议会合作委员会第八次会议；7、王沪宁出席“扎实推进制造业重点产业链优化升级”调研协商座谈会；8、蔡奇会见越南共产党代表团。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/171/w400h571/20230711/6916-6faa96c0c543c926b86b62681536585e.jpg"]},"commentid":"live:finance-152-3170939:0","compere_id":0,"creator":"zhengzhuo@staff.sina.com.cn","mender":"zhengzhuo@staff.sina.com.cn","create_time":"2023-07-11 07:18:35","update_time":"2023-07-11 07:18:35","is_need_check":"1","check_time":"2023-07-11 07:20:36","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","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":"浙江"}","old_live_cid":"0","tab":"","tag":[{"id":"1","name":"宏观"},{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":null,"thread_show":null,"qreply":null,"qreply_show":null,"show":null},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3170938,"zhibo_id":152,"type":0,"rich_text":"【券商中期策略会密集召开 “业绩好、估值低”板块受关注】近期，20余家券商召开了A股中期策略会，多数券商对下半年经济稳步复苏充满信心，预计A股下半年行情向好。从行业来看，券商普遍关注估值偏低、具备业绩优势的板块，TMT（科技、媒体和通信）、中国特色估值体系等主题板块关注度也较高。