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中信建投-2023年A股中期策略展望：价值重估，科技掘金-230509
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- 这份报告主要研究什么？
- 《中信建投-2023年A股中期策略展望：价值重估，科技掘金-230509》主要讨论：经济在快复常之后是慢复苏，市场资金环境属于从存量到增量的过渡期，市场重点是在机构低配中寻找有边际变化的领域。以“中特估”为代表的价值股重估还有空间，但纵深演绎会开始分化。数字经济下科技周期将是重要弹…
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- 来源机构：中信建投。
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