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2023年1月基本面量化月报：基本面量化&ETF轮动策略，银行景气预期持续上行-20230107-国泰君安-27页
银行模型显示，房地产融资需求未来有望改善，叠加利率向上拐点，银行景气预期继续上行，建议重点布局，关注银行 ETF（159887.SZ）。 摘要： 银行模型显示，房地产融资需求未来有望改善，叠加利率向上拐点，银行景气预期继续上行，建议重点布局，关注银行ETF（159887.SZ）。 本期新看点： 通信-作为接入网及核心网的关键设备，基站及交换机的产量增速大幅上行，通信整体景气度边际改善。 本期延续看
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