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早间论市（TMT卷土重来；方正科技）

2014-06-06 08:19:20| 分类：默认分类 | 标签： |举报 |字号大中小订阅

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        富时指数(FTSE)和摩根士丹利资本国际（MSCI)正研究把内地A股纳入其旗舰指数，若最终成功纳入，则意味着将引入万亿资金。
        市场昨日有所反弹，但总体成交量仍然平淡，仍然是存量博弈格局。传媒游戏等TMT个股卷土重来，粤传媒、博瑞传播涨停，此二股后市应仍有发挥空间。
        个股参考：方正科技（600601）北大背景的老牌科技企业，拟定增收购方正宽带、方正国际软件，去“IOE”化明显受益者，关注区间3.1-3.45元。

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