---
title: "中信建投：以 “中特估” 為代表的價值股重估還有空間，但縱深演繹會開始分化"
description: "中信建投研報指出，以 “中特估” 為代表的價值股重估還有空間，但縱深演繹會開始分化。數字經濟下科技週期將是重要彈性線索，下半年基本面兑現或有顯著催化的方向預計將表現居前。重點關注行業：傳媒、計算機、通信、中藥、非銀金融、半導體、建築等。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/87230885.md"
published_at: "2023-05-09T23:54:17.000Z"
---

# 中信建投：以 “中特估” 為代表的價值股重估還有空間，但縱深演繹會開始分化

> 中信建投研報指出，以 “中特估” 為代表的價值股重估還有空間，但縱深演繹會開始分化。數字經濟下科技週期將是重要彈性線索，下半年基本面兑現或有顯著催化的方向預計將表現居前。重點關注行業：傳媒、計算機、通信、中藥、非銀金融、半導體、建築等。

中信建投研報指出，以 “中特估” 為代表的價值股重估還有空間，但縱深演繹會開始分化。數字經濟下科技週期將是重要彈性線索，下半年基本面兑現或有顯著催化的方向預計將表現居前。重點關注行業：傳媒、計算機、通信、中藥、非銀金融、半導體、建築等。

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