A股分析师前瞻：一季报超预期、出口链条、红利板块等仍是券商看好的方向
上周五股指大涨，本周各家券商策略分析师偏向积极，一季报超预期、出口链条、红利板块等依旧是各家看好的方向。
建投策略陈果团队称，本周市场情绪有所升温，但板块依然快速轮动。微观资金面改善明显，市场普遍认同中国股市供求关系改善和机制上更致力于股东权益，但对于基本面改善存在分歧。需要看到，近年外资流入更多是滞后于内资，无论如何，基本面强势品种依然稀缺，短期关注一季报超预期线索，红利仍可作为底仓。
中金策略李求索团队称，修复行情仍在延续。A股市场估值仍处于历史低位，性价比优势明显。经历2月初以来的行情企稳后，当前沪深300前向市盈率为10.4倍，依然明显低于12.6倍的历史均值水平。
浙商策略王杨团队指出，周五非银行业涨幅第一。市场主流认为驱动因素在于国联证券公告筹划重大资产重组事项停牌，继而提升行业并购预期。浙商证券则认为，券商是指数冲关催化剂，随着上证指数中枢抬升，券商有望阶段性脉冲式上涨，但在上证指数慢涨的背景下，未来2-3个月的结构重心仍在于TMT。
更多券商策略观点如下：
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