上周，A股三大指数集体大涨，沪指下跌0.33%，深证成指上涨0.3%，创业板指大涨1.77%。行业方面涨跌互现，通信、医药生物、房地产、食品饮料、电子等领涨；有色金属、美容护理、非银金融、基础化工、石油石化、计算机等下跌。 1、反攻之余，仍需注意配置再平衡 东方财富证券：反攻之余，仍需注意配置再平衡 结合复盘研究近几次成长景气主线急跌反弹规律，我们认为本轮硅基上游反弹后如产业未出现新的实质超...
Source Link上周，A股三大指数集体大涨，沪指下跌0.33%，深证成指上涨0.3%，创业板指大涨1.77%。行业方面涨跌互现，通信、医药生物、房地产、食品饮料、电子等领涨；有色金属、美容护理、非银金融、基础化工、石油石化、计算机等下跌。 1、反攻之余，仍需注意配置再平衡 东方财富证券：反攻之余，仍需注意配置再平衡 结合复盘研究近几次成长景气主线急跌反弹规律，我们认为本轮硅基上游反弹后如产业未出现新的实质超...
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