pkopoker| Huaxin Securities: The rebound in A-shares has reached the point of focusing on three major themes

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华鑫证券pkopoker：A股反弹已至关注三大主线证券时报网讯pkopoker，华鑫证券研报指出，国内经济延续弱修复，地产去库有望提速，总量和产业政策配合发力，市场情绪逐步改善。内外共振之下，A股反弹已至。关注三大pkopoker.pkopoker..

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华鑫证券：A股反弹已至关注三大主线证券时报网讯，华鑫证券研报指出，国内经济延续弱修复，地产去库有望提速，总量和产业政策配合发力，市场情绪逐步改善。内外共振之下，A股反弹已至。关注三大主线：1）业绩改善（下游消费――农林牧渔、轻工、医药，科技成长――电子、通信）；2）外资回补（近期北向加仓集中在计算机、医药、电力设备、电子等）；3）海外映射（前期调整到位+巨头业绩亮眼+资本开支加大，利好TMT反弹）。校对：刘榕枝

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