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今日投资最新《分析师盈利预测报告》显示,随着三季度业绩的明朗,近期研究员对上市公司的盈利预期再度表现悲观,纷纷下调了相关公司的盈利预测,A股公司未来的盈利压力仍显沉重。结合近期市场表现,我们认为A股市场中占比较大的石化、钢铁等周期类个股短期的持续下跌一定程度上已经释放了其由于业绩增速回落所带来的估值风险,从而使得市场进一步下行的合理空间较为有限。同时,部分个股受到短期业绩波动影响所带来的股价深幅下跌,反而使得其中长期的投资价值已处低估状态。
Investment today, the latest “analyst profit forecast report” shows that with the third quarter results are clear, recently researcher earnings performance of listed companies once again pessimistic, have cut the company’s profit forecast, A shares of the company’s future earnings pressure is still significant heavy. Combined with the recent market performance, we believe the short-term continuous decline in cyclical stocks such as petrochemical and steel due to the larger share market in A-share has, to a certain extent, released its valuation risk due to the slowdown in performance growth, further driving the market further The downside reasonable space is more limited. In the meantime, some stocks suffered a sharp fall in the share prices brought by the short-term fluctuations in performance. Instead, the medium and long-term investment values have been underestimated.