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                                                                                                                                                                          hg0088现金:午评:沪指跌0.27%再度考验3000点 军工股走强

                                                                                                                                                                          2019-07-04 12:00 IVT新闻站

                                                                                                                                                                          (原标题:午评:沪指跌0.27% 创业板跌0.81% 军工股走强)

                                                                                                                                                                          两市小幅高开,军工板块表现强势,券商股和房地产盘中异动,指数一度冲高但随即开始回落,主要指数纷纷翻绿,白酒、生物育种、保险等跌幅居前,截至午间收盘,上证指数报3007.21点,跌0.27%;创业板报1531.83点,跌0.81%。北向资金当日净流入13.57亿元。

                                                                                                                                                                          华宝证券表示,展望下半年,A股投资逻辑从流动性向个股基本面切换。长期结构性因素的积累,使得股市很难出现趋势性的机会,投资机会主要来自超跌之后,由政策边际放松和托底,驱动预期阶段性好转所带来的阶段性机会,需把握好投资时点和持仓结构。在此基础上,建议对拉动内需的消费升级、政策大力支持下的科技创新、政策呵护下的金融板块在震荡区间内逢低吸纳,关注核心资产的投资机会。

                                                                                                                                                                          国信证券认为,股指围绕周一的跳空缺口,继续进行震荡消化,受估值优势、十年期国债收益率走低等因素的支撑,市场下探空间或将有限,下半年有望保持震荡回升。在市场消化期间,估值较低、自由现金流充沛、业绩稳定的优质标的有望继续获得资金的关注,策略上,仍宜坚持择优配置、耐心持有待涨。

                                                                                                                                                                          天风证券认为,短期存在做多逻辑,重启谈判是催化剂,行情基础回到四月,基本面恶化风险比4月边际减弱,内外政策环境比4月友好。短期风险偏好修复(贸易战缓和、华为部分解禁、科创板渐行渐近),有利于成长风格和受贸易战悲观预期压制较大的行业(出口占比高)。中期以基本面为主线(业绩确定性、中报高增长),贸易战缓和也会加速行业景气度见底预期。长期主线是结构性改革、加大开放和科技创新。利率方面,短端利率继续走低,银行体系资金充裕,利率债有交易性机会,空间可能在宽货币的催化下一次性释放。