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板块拾金|半导体"凛冬将至"？板块轮动加剧下，策略请收好

板块拾金|半导体"凛冬将至"？板块轮动加剧下，策略请收好
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八大券商主题策略：目前是军工板块交易活跃时期相关产业链名单来了 _ 东方财富网

摘要
　　每日主题策略讨论，东方财富网汇总八大券商观点，揭秘行业现状，观察行情走势，提前为您把脉A股。
　　
　　目前国防军工产业已进入型号Pipeline管线持续落地期，目前上市公司市值或仅反应已批产对应型号市场空间，预计伴随各类新型号装备Pipeline持续落地，对应企业EPS及估值区间预计将会实现上修。同时企业布局领域与预研方向是否契合可判断企业长期持续性。
　　在当前节点下，我们推荐采用短+中+长期“三确认”的思维进行军工价值投资，同时兼备短期PE、PEG、FMV(终局市值)三套价值定价体系：短期来看，目前已得到有效验证，批产型号装备正处于“十四五”加速列装周期的对应企业；中期来看，新型号Pipeline进度的节点的不断确认，将不断为基本面预测带来增量区域，创造增量估值；长期来看，预研方向，确� ....

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券商主题策略：目前是军工板块交易活跃时期——上海热线财经频道

券商主题策略：目前是军工板块交易活跃时期——上海热线财经频道
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"十四五"期间行业景气度将明显走高军工股成优质稳定"压舱石" _ 东方财富网

"十四五"期间行业景气度将明显走高军工股成优质稳定"压舱石" _ 东方财富网
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"十四五"期间行业景气度将明显走高军工股成优质稳定"压舱石"————东方财富网博客

"十四五"期间行业景气度将明显走高军工股成优质稳定"压舱石"————东方财富网博客
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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