华安证券：配置迎变局重视高股息

华安证券12-23 18:52

基本面复苏未超预期，继续关注政策发力。中央经济工作会议后，逐渐进入到政策和重大会议的空窗期，类似前期催化市场上涨的锚即重大会议或重磅政策期待，将逐渐冷静。同时经济基本面变化缓慢，11月经济数据并未延续进一步改善态势，市场对基本面改善的弹性和持续性均持观察态度，因此短期基本面的支撑有限。因此市场有望逐步回归震荡态势，等待中央经济工作会议重磅政策落地。海外方面，尽管美联储鹰派表态较强硬，但美股已充分...

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华安证券：配置迎变局 重视高股息

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华安证券：配置迎变局重视高股息