Внешний фон сегодня не выражает какой-либо направленности. Вполне возможно продолжение осторожных покупок в нефтегазовом (Газпром, Роснефть, Лукойл) и металлургическом (Норильский никель, ММК) секторе. Банки остаются под вопросом, позитивным моментом может выступить укрепление рубля. Возможно продолжение внутренней возни в телекомах и точечные покупки в энергетическом секторе.
Источник: Финансовая группа БКС
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