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中信建投：5月大概率仍將演繹疫情受損與修復的交易邏輯

格隆匯 04-27 07:42
格隆匯4月27日丨中信建投研報指出，本次疫情的發展形勢難判定，但可以確定的是，參照2020年，後續行業基本面的復甦將圍繞疫情爲主線展開，分子端，5月大概率仍將演繹疫情受損與修復的交易邏輯。疫情形勢未明朗前，應尋求“疫情免疫”板塊作爲避風港，同時結合後續復甦彈性的判斷，逐步佈局分子端改善品種。
中信建投证券(06066.HK)
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