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长城基金韩林:关注三季报预期较好的个股_蜘蛛资讯网

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,强化合规管理,提升体系化智能化防控水平。责任编辑:曹睿潼

气改善逻辑的板块,如国内算力、半导体、新能源、机器人等。  展望四季度,韩林认为,10月业绩预告期赋予短中期业绩更高权重,他将重点关注三季报预期较好的个股品种,成长方向将继续关注AI为代表的科技成长板块。他认为,海外算力链业绩具备较高潜力,板块热度或逐步向国产算力、自主可控等扩散;游戏自下而上发掘爆品驱动机会,估值目前仍在合理区间;此外,以储能、风电等为代表的相对低位并有边际景气改善逻辑的板块,可

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