每經(jing)AI快訊，中(zhong)國(guo)銀(yin)河證券研(yan)報指出，隨著(zhu)一攬子(zi)增(zeng)(zeng)(zeng)(zeng)量(liang)政(zheng)(zheng)策(ce)落地實施(shi)，四(si)季(ji)度(du)經(jing)濟有望(wang)(wang)延(yan)續向上(shang)(shang)(shang)趨(qu)勢。當(dang)前(qian)(qian)(qian)A股市場估值處(chu)(chu)于歷史(shi)中(zhong)等(deng)(deng)水(shui)平(ping)。一方面(mian)，國(guo)內宏觀(guan)經(jing)濟在政(zheng)(zheng)策(ce)刺(ci)(ci)激(ji)下(xia)呈現回升向好趨(qu)勢，投資者預(yu)期隨之改善；另一方面(mian)，美國(guo)大選等(deng)(deng)不確定因素擾動仍存(cun)。展(zhan)望(wang)(wang)后市，A股有望(wang)(wang)震蕩上(shang)(shang)(shang)行。（2）行業(ye)(ye)方面(mian)，當(dang)前(qian)(qian)(qian)業(ye)(ye)績(ji)增(zeng)(zeng)(zeng)(zeng)速較(jiao)(jiao)高(gao)，但估值水(shui)平(ping)較(jiao)(jiao)低(di)的行業(ye)(ye)較(jiao)(jiao)為(wei)值得關注(zhu)。一是(shi)農林牧漁(yu)、社(she)會服務、食(shi)品飲料、汽(qi)車、商貿零售、家用電(dian)器等(deng)(deng)消(xiao)費行業(ye)(ye)，盈利增(zeng)(zeng)(zeng)(zeng)速較(jiao)(jiao)高(gao)，且(qie)當(dang)前(qian)(qian)(qian)估值水(shui)平(ping)較(jiao)(jiao)低(di)，在存(cun)量(liang)促(cu)消(xiao)費政(zheng)(zheng)策(ce)與未來增(zeng)(zeng)(zeng)(zeng)量(liang)促(cu)銷(xiao)費政(zheng)(zheng)策(ce)的刺(ci)(ci)激(ji)下(xia)，消(xiao)費行業(ye)(ye)業(ye)(ye)績(ji)有望(wang)(wang)進一步增(zeng)(zeng)(zeng)(zeng)長。二(er)是(shi)非銀(yin)金融行業(ye)(ye)，其盈利增(zeng)(zeng)(zeng)(zeng)速居前(qian)(qian)(qian)，當(dang)前(qian)(qian)(qian)其市凈率估值處(chu)(chu)于歷史(shi)中(zhong)等(deng)(deng)水(shui)平(ping)，未來業(ye)(ye)績(ji)和估值均(jun)仍有較(jiao)(jiao)大上(shang)(shang)(shang)升空間。三是(shi)電(dian)子(zi)、通(tong)信等(deng)(deng)科技(ji)行業(ye)(ye)，2024年前(qian)(qian)(qian)三季(ji)度(du)業(ye)(ye)績(ji)增(zeng)(zeng)(zeng)(zeng)速較(jiao)(jiao)高(gao)，且(qie)當(dang)前(qian)(qian)(qian)估值處(chu)(chu)于歷史(shi)較(jiao)(jiao)低(di)水(shui)平(ping)，仍有上(shang)(shang)(shang)漲空間。