国盛证券:建议关注高景气赛道锂电、光伏、汽车板块
新浪期货今日研报精选。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/261/w750h5111/20220708/d44e-88bc73646b6e31c51cea0cb953a7a5d0.jpg"]},"commentid":"live:finance-152-2733608:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2022-07-08 08:52:06","update_time":"2022-07-08 08:52:13","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","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-07-08\/doc-imizmscv0595650.shtml","docid":"mizmscv0595650"}","old_live_cid":"0","tab":"","tag":[{"id":"2","name":"行业"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-07-08/detail-imizmscv0595650.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2733607,"zhibo_id":152,"type":0,"rich_text":"【国盛证券:建议关注高景气赛道锂电、光伏、汽车板块】国盛证券指出,在全球经济衰退预期升温,商品价格下跌,局部疫情扰动的情况下,各大指数保持着强势横盘整理状态。两市指数持续反弹超2个月,多头结构明显,且仍未出现比较明显的调整信号。沪指在连续上行之后,在年线和半年线之间震荡,这里的震荡,既是对短期涨幅的消化,同时也为延续上行趋势蓄势。当前的市场,处于上升结构中,平台整理阶段,只要上升结构不被破坏,有调整,反而是机会。重点关注高景气赛道赚钱效应的延续,建议关注高景气赛道锂电、光伏、汽车板块,高低切换和细分题材切换的轮动机会,低位且具有性价比的医药板块,以及半年报较好的个股机会。
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