广发证券：美联储 “降息预期” 升温科创成长板块存结构性的“双击”机遇

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智通财经APP获悉，广发证券发布研究报告称，根据最新的披露规则，截止7月15日，沪深主板中报有条件的业绩预告披露完毕。共1571家公司披露业绩预告、业绩快报，按数量看披露率30%左右。全部A股披露公司的预喜率约四成。兼顾预喜公司数量多、预喜率高、披露公司中报增速较高的主要行业是：电子、化工。考虑到美联储 “降息预期” 升温，兼顾基本面改善+估值修复的科创领域有望迎来双击：继续关注科创芯片、创新药、...

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广发证券：美联储 “降息预期” 升温 科创成长板块存结构性的“双击”机遇

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广发证券：美联储 “降息预期” 升温科创成长板块存结构性的“双击”机遇