银河证券：建议采取防守策略 关注业绩确定性较强的优质个股
银河证券：建议采取防守策略 关注业绩确定性较强的优质个股
智通财经APP获悉，银河证券表示，后市市场出现系统性风险可能性较低，流动性仍然合理充裕，因此风险释放后对后市不必过度悲观，但市场向上动力不足，仍需注意风险，风格轮动的结构性行情概率较大。在热点轮动快，市场分化大的时期，建议采取防守策略，均衡配置，关注业绩确定性较强的优质个股。建议关注：1)战略性看好新能源电池、储能和光伏等新能源产业链，可等风险释放后逢低配置;2)关注业绩预期高增长的半导体、电子和生物医药等成长板块，寻找业绩超预期个股;3)看好供需格局改善的周期行业，上涨动力仍在，化工、钢铁、有色、煤炭等，可逢跌买入。
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