海外中資股2019年三季度投資策略進(jìn)退之間

1、目錄目錄二季度市場(chǎng)回顧：情緒反彈二季度市場(chǎng)回顧：情緒反彈................................................................................................................1中美貿(mào)易談判重啟，打開(kāi)估值修復(fù)窗口期中美貿(mào)易談判重啟，打開(kāi)估值修復(fù)窗口期...........................................

2、.............................................2“無(wú)協(xié)議無(wú)協(xié)議”情形下的寬松預(yù)期托底市場(chǎng)情形下的寬松預(yù)期托底市場(chǎng)............................................................................................6中報(bào)期開(kāi)啟，布局盈利確定性強(qiáng)的行業(yè)中報(bào)期開(kāi)啟，布局盈利確定性強(qiáng)的行業(yè)...............

3、.............................................................................9不受貿(mào)易摩擦及外部震蕩影響的行業(yè)...............................................10港股通低估值、高分紅行業(yè).......................................................10低估值的個(gè)股梳理

4、...............................................................11對(duì)華為禁售緩和，逢低布局科技板塊對(duì)華為禁售緩和，逢低布局科技板塊..............................................................................................12財(cái)政發(fā)力支持基建，看好水泥等行業(yè)財(cái)政發(fā)力支持基建，看好

5、水泥等行業(yè)..............................................................................................13配置建議：配置建議：“進(jìn)退之間進(jìn)退之間”...................................................................................................

6、........152019年三季度海外中資股亮馬組合................................................15風(fēng)險(xiǎn)因素風(fēng)險(xiǎn)因素.......................................................................................................................................

7、.......16表格目錄表格目錄表1：2019年下半年主要關(guān)注政經(jīng)熱點(diǎn)..............................................8表2：海外中資股各行業(yè)低PE、高EPS增速個(gè)股梳理................................11表3：海外中資股各行業(yè)低PB、高ROE個(gè)股梳理...................................12表4：華為業(yè)務(wù)占營(yíng)收比例超過(guò)10%的