中(zhong)(zhong)(zhong)證網(wang)訊（記者(zhe) 趙中(zhong)(zhong)(zhong)昊(hao)）華泰證券策略首席分(fen)析師張馨元(yuan)6月17日晚間(jian)在中(zhong)(zhong)(zhong)國證券報(bao)“金牛來了”直播間(jian)表示，展望下(xia)半(ban)年，二(er)線資(zi)產估值壓力相對會(hui)小(xiao)一些，中(zhong)(zhong)(zhong)小(xiao)市值公(gong)司的(de)機(ji)會(hui)相對更(geng)(geng)多(duo)一些、中(zhong)(zhong)(zhong)小(xiao)企(qi)業(ye)下(xia)半(ban)年的(de)盈利彈性相對更(geng)(geng)大一些，順周期行(xing)業(ye)機(ji)會(hui)相對更(geng)(geng)多(duo)一些。至(zhi)于配(pei)置時間(jian)節點，張馨元(yuan)建議關注中(zhong)(zhong)(zhong)報(bao)披露期和三季報(bao)披露期。