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中泰证券:当前时点可逢低布局低位央国企+硬科技产业链

Zhongtai: At the current moment, it is advisable to arrange low-valuation central state-owned enterprises + hard Technology Industry Chain.

Breakings ·  08:00

Zhongtai's research report indicates that currently, it is possible to strategically position in low-lying central state-owned enterprises and the hard technology industry chain. The ongoing decline in market interest rates has led to an overall increase in risk premiums for central state-owned enterprises. The valuation of dividend-type Assets currently offers a high long-term investment cost-effectiveness. In terms of risk, the continuous entry of long-term capital such as insurance funds into the market and the increased fault tolerance of state-owned funds will both bring Inflow of long-term investment funds. Among these, low-priced Bank stocks and public utilities that align with fiscal risk prevention and security are worth paying attention to. Currently, the geopolitical risks between China and the U.S. continue, and "hard technology" may be one of the main directions for fiscal policy investment. Among them, the "hard technology" direction represented by the Military Industry, Drones, Siasun Robot&Automation, and commercial aerospace may become the most elastic global industry direction starting from 2025.

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