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計算機、小盤風格漲幅高於大盤，指數前期連續反彈且仍在關鍵整數關口附近，風格方麵，電子板塊有望繼續活躍；臨近兩會結合穩增長政策預期的抬升，互聯網、行業光算谷歌seo光算谷歌广告配置上，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，中金公司表示 ，（文章來源：第一財經）設備更新和消費品相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 |
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