中信建投：短期弱现实延续战术上宜以守为主等待布局良机

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智通财经APP获悉，中信建投发布研报称，国内弱现实格局延续，外部环境面临挑战，需做好准备美国经济下行+特朗普交易的潜在影响继续发酵：中国对美出口短期业绩可能仍有抢跑效应，但股票估值承压，国际定价的资源品稳定性边际下行，对资源红利股的估值修复构成挑战，红利股或进一步往稳定红利收缩聚焦。内需企稳仍需等待，科技分化，公募对电子的配置拥挤度已现上升，进攻点暂时稀缺。短期战术上宜以守为主，等待布局良机。重点...

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中信建投：短期弱现实延续 战术上宜以守为主等待布局良机

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中信建投：短期弱现实延续战术上宜以守为主等待布局良机