广发证券指出,上周市场小幅反弹,小市值成长股略强于蓝筹,旅游军工建材医药等领涨,电子与纺织服装下跌,上周道指继续反弹,为稳定风险偏好起到积极作用。疫情拐点预期与经济长期衰退担忧的市场情绪摇摆不定,大盘箱体震荡磨底阶段,有跌即有涨,季报期业绩高ROE板块热度提升或可持续,A股处在底部,战略性做多不变。
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