OG真人APP_OG真人APP下载-

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OG真人APP_OG真人APP下载

作者:电竞投注平台_电竞竞猜app更新时间:2020-10-26 00:06:05

部分券商认为,预计A股进一步调整空间有限,10月份市场或迎来反弹”张勇说,合众旗下的车型将采用全新的底盘,全新的整车平台,全新的电子电气架构,可以实现整车OTA,要在智能化领域做到彻底OG真人APP_OG真人APP下载也有部分券商持谨慎意见,认为相对以防守为主在三家赴美上市的新势力都先后向资本市场讲述了智能化的故事后,合众和威马继续押宝“智能化”,能在资本市场赢得多少的支持?  多家券商在策略中提及了A股的空间问题

一位不愿透露姓名的分析人士认为,此番冲刺科创板的两家企业与蔚来和小鹏相比,在智能化上并没有体现出绝对的优势其中,中信证券(30.050,0.00,0.00%)首席策略分析师秦培景认为,A股中期上行将在9月份启动,增量资金提供了上行的动力,扰动因素消散打开了上行的空间,基本面表现优异抬升了市场的底线OG真人APP_OG真人APP下载而从品牌基因和打法上,这两家企业身上的“传统汽车”基因也更加浓厚,在营销上并不那么互联网化  “短期国庆长假临近,市场风险偏好预计难系统性提升,但估计市场下行空间有限他认为,从传统制造的角度出发,尊重产业规律是一件好事,但在资本市场,这种稳扎稳打的方式可能是一个“短板”

” 中金公司首席策略师、董事总经理王汉锋也同时表示该人士同时谈到,另外一家传统车企吉利汽车也准备在今年登陆科创板,虽然该公司也在渲染其在新技术方面的投入和转型成果,但因为其核心业务仍然是传统的汽车制造,所以业内对其“科创”的概念仍有一定的争议OG真人APP_OG真人APP下载  还有券商所持观点较为积极值得一提的是,正如特斯拉近期的表现对上述三家赴美IPO的估值影响一样,资本市场对吉利汽车的态度可能也会影响到上述两家企业IPO的估值表现国金证券(14.110,0.00,0.00%)研究所总量研究中心艾熊峰(金麒麟分析师)团队认为,10月份市场或迎来反弹,反弹的幅度取决于宏观流动性的边际变化

在美股和流动性与信用拐点预期的影响下,短期市场面临一定的调整压力,但美股系统性风险并不大,此外10月份在政府债券发行压力和财政支出放缓的背景下,央行或持续呵护市场流动性  同时,也有券商持不同意见,中信建投(51.250,0.00,0.00%)策略首席分析师张玉龙(金麒麟分析师)认为,行业的层面上来看,从当前的时间点到国庆节之后甚至10月底,都是相对以防守为主,选择高股息,低估值的板块作为防守OG真人APP_OG真人APP下载  从投资者角度来看,安信证券首席策略分析师陈果团队认为,A股市场的风险偏好修复可能需要一些时间和外部事件催化,短期投资者多一分耐心但从中期逻辑盈利面与流动性组合看,预计A股进一步调整空间有限,这个阶段的震荡调整期未投资者提供了逢低布局的机遇期  东吴证券(9.850,0.00,0.00%)首席经济学家陈李认为,依赖估值提升的牛市已步入中后期,业绩推动的牛市若隐若现

投资者应对2020年剩下的3个多月,适度降低预期收益率,但大致还可以在结构上收获一个正回报  券商上调贵州茅台(1766.000,0.00,0.00%)OG真人APP_OG真人APP下载  目标价至2175.36元/股  从配置方面来看,多家券商表示看好消费特别是白酒板块年内,白酒板块的涨幅高达46.09%,其中,酒鬼酒(90.700,0.00,0.00%)、山西汾酒(211.600,0.00,0.00%)的股价涨幅均超100%,古井贡酒(236.500,0.00,0.00%)、五粮液(230.080,0.00,0.00%)、泸州老窖(146.440,0.00,0.00%)、贵州茅台的股价涨幅均超50%

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