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申银万国：市场有望出现反弹 亮点在成长股

2014年01月23日 16:06    来源： 新华网    
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　　周四大盘小幅震荡走低，创业板再创新高。我们认为，在央行对流动性进行调节后，短期资金紧张有所缓解，虽宏观经济亮点不大，但短期将进入到数据真空期，且新股发行节奏3月前放缓，因此市场有望以此时间段为契机出现反弹，但亮点不在于周期性的品种，而在成长股，建议继续关注LED、光伏等板块.


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