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HYPE $89.07 +1.74%
AAVE $179.64 +5.16%
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AAPL $333.36 +0.73%
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BTC $84,438.05 -0.39%
ETH $2,665.71 -1.40%
BNB $768.39 -0.39%
XRP $1.48 -0.71%
SOL $118.60 +0.12%
TRX $0.3345 +0.04%
DOGE $0.0929 -1.39%
ADA $0.2444 -0.54%
BCH $311.68 +1.84%
LINK $13.79 -3.57%
HYPE $89.07 +1.74%
AAVE $179.64 +5.16%
SUI $1.14 -2.10%
XLM $0.2153 -1.61%
ZEC $1,304.49 -2.54%
AAPL $333.36 +0.73%
AMZN $251.41 +0.93%
GOOGL $343.25 +1.08%
MSFT $516.21 +0.15%
META $727.36 +0.01%
NVDA $234.41 +1.12%
TSLA $371.39 +4.40%
SNDK $1,723.32 -3.28%
INTC $119.49 -0.79%
SPCX $159.13 +6.76%
MU $1,071.73 -1.70%
AMD $634.08 +2.52%

中泰证券:后续市场风格依然是科技扩散而非风格切换

2026-06-28 18:40:18

ChainCatcher 消息,据金十报道,中泰证券研报表示,整体而言,未来一两周市场大概率维持底部明确,震荡蓄势的格局。重要 IPO 上市后,随着市场不确定性落地、情绪面修复,市场有望迎来一轮前高/新高的行情。后续市场风格依然是科技扩散而非风格切换。

一、科技方面关注:存储与半导体设备、海外算力链。存储与半导体设备是当前确定性最强的方向。

二、非科技方向:新能源、AI 相关新材料与小金属、工程机械、券商。新能源方向上,AI 算力扩张带来的用电需求与出海逻辑构成中期支撑。AI 相关新材料方面,覆铜板 CCL 涨价螺旋已经开启。券商受益于 IPO 跟投及市场交投活跃,仍有波段机会。

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