顺周期与成长股双轮驱动 机构热议四季度投资主线

中国地震台网正式测定：10月10日02时23分在斯洛伐克（北纬49.05度，东经21.75度）发生5.1级地震，震源深度10千米。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/408/w690h518/20231010/7da1-18cb43f2ee125975a11b6269d97a2049.jpg"]},"commentid":"live:finance-152-3267712:0","compere_id":0,"creator":"zhouwei6@staff.sina.com","mender":"zhouwei6@staff.sina.com","create_time":"2023-10-10 02:55:20","update_time":"2023-10-10 02:55:20","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":"0"}","old_live_cid":"0","tab":"","tag":[{"id":"9","name":"焦点"},{"id":"102","name":"国际"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3267711,"zhibo_id":152,"type":0,"rich_text":"【顺周期与成长股双轮驱动 机构热议四季度投资主线】据上证报，今年前三季度，A股市场震荡调整，权益类产品整体表现欠佳。进入四季度，内外资机构认为，经过较长时间的调整，A股已具备较高的性价比，当前存在底部超配的价值。从行业配置来看，机构相对看好顺周期及成长主题。汇丰晋信基金宏观及策略分析师沈超表示，8月工业企业利润今年以来首次实现正增长，显示企业盈利开始走出低谷。随着PPI周期回升，库存去化进入尾声，叠加财政政策发力，四季度企业营收将继续好转。在企业盈利支撑下，后续权益市场有望转暖。