北向回流,市场惜售,指数有望向上拓展空间。利好因素增加,做多情绪高涨,热点全面开花。可关注双创指数的补涨、新能源和消费行业。行业研读:食品饮料。顺周期板块市场热度攀升,关注白酒、啤酒板块的修复机会。食品饮料已步入合理布局区间,部分企业估值已处近年低位。
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