广发证券刘晨明：布局跨年行情——从三季报寻找“困境反转”

每日经济新闻11-21 14:44

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！招商基金举办的《首席连线：A股跨年行情展望》路演中，广发证券首席策略分析师刘晨明（金麒麟分析师）表示，“困境反转”是布局来年的一条重要线索。根据历史回测，前十月股价对三季报其实已有反映，从11月到来年一季度，股价表现和三季报的关系其实是比较弱的，甚至是反向关系。背后的逻辑是，每年10月份开始，大家的思路就是展望来年了，展望...

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