中(zhong)(zhong)(zhong)證(zheng)網訊（記者 趙中(zhong)(zhong)(zhong)昊）中(zhong)(zhong)(zhong)泰證(zheng)券策略研究負責人徐(xu)馳5月18日晚間在(zai)(zai)中(zhong)(zhong)(zhong)國證(zheng)券報“金牛來了”直播間表(biao)示，就(jiu)全年角度而言，“中(zhong)(zhong)(zhong)特估(gu)”與(yu)科(ke)技將是全年資本市場最重(zhong)要的兩條主線，或將在(zai)(zai)輪動中(zhong)(zhong)(zhong)持續(xu)表(biao)現。其根本原因在(zai)(zai)于高質量發展(zhan)大背(bei)景下的央(yang)企龍頭將成為各(ge)產(chan)業鏈(lian)(lian)“鏈(lian)(lian)長”，進而獲得(de)(de)更(geng)大的話語權(quan)與(yu)利潤份額(e)，其資產(chan)價值有望得(de)(de)到持續(xu)性提(ti)升。

　　就資(zi)(zi)(zi)金面驅(qu)動(dong)而(er)言，以(yi)(yi)保險資(zi)(zi)(zi)金為代表的(de)(de)國內長(chang)線(xian)資(zi)(zi)(zi)金和以(yi)(yi)沙特(te)、中(zhong)(zhong)東(dong)資(zi)(zi)(zi)金為代表的(de)(de)海外(wai)長(chang)線(xian)資(zi)(zi)(zi)金是“中(zhong)(zhong)特(te)估(gu)(gu)”行情(qing)最重要的(de)(de)驅(qu)動(dong)資(zi)(zi)(zi)金。央企龍頭的(de)(de)分紅(hong)率與估(gu)(gu)值(zhi)水平在全球主流市場中(zhong)(zhong)具有(you)明顯優勢，是外(wai)資(zi)(zi)(zi)持(chi)續(xu)買(mai)入中(zhong)(zhong)特(te)估(gu)(gu)的(de)(de)重要基礎。今年以(yi)(yi)來，伴隨全球地緣格局的(de)(de)深度演化，沙特(te)等(deng)中(zhong)(zhong)東(dong)國家與我(wo)國戰略(lve)合作顯著上升，使(shi)得其將持(chi)續(xu)加(jia)大對我(wo)國優質資(zi)(zi)(zi)產的(de)(de)配置，則(ze)是北向資(zi)(zi)(zi)金加(jia)倉(cang)“中(zhong)(zhong)特(te)估(gu)(gu)”最重要的(de)(de)邏輯(ji)之(zhi)一。