山西证券：市场风格将逐步转向大盘成长+大盘价值

格隆汇12月20日丨山西证券指出，目前A股市场风险偏好有所上升，市场情绪良好，政策宽松预期持续发酵，带动板块轮动进一步深化。A股市场中的结构性投资机会仍将层出不穷，市场风格将逐步转向大盘成长+大盘价值，特别是大盘成长的业绩景气度支撑相对较强，有望在在经济增速趋势性下探带动企业盈利走低的过程中维持一定韧性。中长期来看，建议投资者持续关注三个方向。消费板块：医药、消费升级。长期优质赛道：碳中和、科技创新、新基建。稳健底仓品种：大金融。

Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.