华创证券：市场一波三折但不悲观大金融底仓+科创成长进攻

华创证券10-10

华创证券认为，不因急涨而贪婪，不因回撤而恐惧。政策拐点确立-增量措施落地-业绩触底回升存在时滞且要需经多轮博弈观察，战略视角对政策增量和市场均高看一线，财政不会缺席，市场有望从反弹迈向反转。战术视角第一轮估值急修已进入后半程，市场或迎来一波三折但不悲观。稳定增长才能降低高波。在业绩拐点明晰前，不排除流动性宽松与筹码博弈，使得高波状态继续维持。只有稳定增长才能降低高波，经济逐步改善的慢牛也正是广大...

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华创证券：市场一波三折但不悲观 大金融底仓+科创成长进攻

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华创证券：市场一波三折但不悲观大金融底仓+科创成长进攻