每經編輯｜葉峰(feng)   ; 

長江證券(quan)發布研報表(biao)示，本輪小盤風格已經從(cong)“盈利”驅動(dong)(dong)過(guo)渡至“估值”驅動(dong)(dong)，剩(sheng)余流動(dong)(dong)性或(huo)是(shi)后(hou)續(xu)小盤行情(qing)延續(xu)性的(de)關(guan)鍵。決(jue)定后(hou)續(xu)剩(sheng)余流動(dong)(dong)性變化的(de)關(guan)鍵來自于信用預期(qi)是(shi)否能企穩。展望后(hou)續(xu)小盤股(gu)行情(qing)，我們認為剩(sheng)余流動(dong)(dong)性有(you)(you)支撐(cheng)下，中(zhong)小盤股(gu)仍有(you)(you)結構性機會，化學品、家電(dian)制造、油氣(qi)石化、電(dian)新(xin)等行業中(zhong)小盤股(gu)景(jing)氣(qi)度較高，后(hou)續(xu)或(huo)有(you)(you)較好表(biao)現。

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