e公司讯,随着医药、半导体等成长板块回调,A股本周再度下跌,采掘、钢铁等顺周期板块继续走强。展望后市,这轮顺周期行情还能延续多久,此前机构看好的成长板块何时才能重拾涨势?在券商看来,当前估值性价比突出,可以提前布局,继续看多“红五月”行情。后市配置方面,“顺周期+性价比+高景气”三大主线值得关注。(中国证券报)
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