外交部：民进党当局必遭历史清算

申万宏源证券最新策略：增量资金正循环的条件已具备_蜘蛛资讯网

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选择不变，继续在主线方向上寻找投资机会。光通信、储能、存储、燃机继续高举高打。扩散行情演绎条件有利，关注商业航天和人形机器人的投资机会。后续新增景气方向，关注新能源、新能源汽车和出口/出海Alpha。　　结构选择上，我们继续强调坚守主线资产。能够业绩消化估值的方向，短期行情的下限更高，短期上台阶之后，还有新的横盘震荡区间。以此为基础，还可以关注基本面和增量资金共振，估值锚定迁移打开向上赔率的机会。

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