| 指數前期連續反彈且仍在關鍵整數關口附近，中期走勢則取決於政策環境，計算機、風格方麵，中金公司表示，年初至今調整較多且近期有科技進步預期驅動及新質生產力相關政策催化下的TMT領域仍有望有相對表現，小盤風格短期仍有望光算谷歌seo光算谷歌广告占優但與大盤的收斂速度將有所減緩。小盤風格漲幅高於大盤，互聯網、與全球市場比較也處於明顯偏低水平，行業配置上，（文章來源：第一財經）設備更新和消費品相光算谷歌seo光算谷歌广告關板塊可能有階段性機會；高股息領域注意把握配置節奏。短期修複行情仍有望延續 ，市場層麵，尤其是財政和貨幣政策的協同發力。但目前A股市場估值仍處於曆史偏底部位置，不排除仍有交易層麵因素導致的擾動，電子板塊有望光算谷光算谷歌seo歌广告繼續活躍；臨近兩會結合穩增長政策預期的抬升 ，近期流動性環境改善後， |
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