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新华网北京8月23日电 23日,国防军工板块开盘快速走强,其中,爱乐达直线涨停,振芯科技涨逾3%,洪都航空涨逾2%,江龙船艇、航天动力、中航高科、航天通信等个股均跟风上涨。
中信建投证券认为,第三批混改企业名单已完成遴选,短期可关注军工混改带来的阶段性机会。推荐南船、兵器、兵装、航天类的小市值公司,除央企混改这一主要催化剂外,周边局势和今年以来板块严重滞涨等多因素,均使得军工板块下半年机会受到了机构的广泛看好。
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