东方证券赖文靓认为,市场成交量放大人气攀升,整体趋势依旧向好,但博弈加剧,投资者需注意高低切换,可关注低位的钢铁、消费、军工及广电板块,尤其是钢铁行业。稳增长政策持续发力,有望拉动钢铁需求回升,行业下半年改善预期明确,板块估值处于低位,供给收紧预期再度增强,钢厂盈利有望逐步回升。
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