阮军认为,利好政策带来趋势的拐点,沪指短线等待均线上移,成交量维持万亿附近将是关键。中低价股的崛起需要一定时间,中报披露后期关注科技机会。行业方面,磷酸锰铁锂产业化持续推进,未来可关注装车交付与量产订单等催化因素。
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