山西证券：随着中报预期的逐渐明朗，持续关注高成长的军工、新能源和大科技板块

马斯克发推文称，将收购曼联。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/453/w731h522/20220817/28b2-eeb559d231f3228322e0830445bf7f76.png"]},"commentid":"live:finance-152-2774904:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-08-17 08:10:49","update_time":"2022-08-17 08:11:50","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":[{"market":"us","symbol":"manu","key":"u66fcu8054"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2022-08-17\/doc-imizirav8476029.shtml","docid":"mizirav8476029"}","old_live_cid":"0","tab":"","tag":[{"id":"3","name":"公司"},{"id":"102","name":"国际"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2022-08-17/detail-imizirav8476029.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2774903,"zhibo_id":152,"type":0,"rich_text":"【山西证券：随着中报预期的逐渐明朗，持续关注高成长的军工、新能源和大科技板块】山西证券指出，A股中长期看有收获结构性行情的基础，但短期来看，市场调整压力仍在，近期周期股和成长股共振带领的指数反弹更多是中报预期带来的短暂修复，持续性存疑。建议重点关注和布局盈利能力强、具有较优防御能力及估值修复空间的大盘价值股和行业龙头，同时，随着中报预期的逐渐明朗，持续关注高成长的军工、新能源和大科技板块。