华西证券:受益于地产预期改善和筹码压力较小的部分顺周期板块存在估值修复空间;主题层面,关注受益于产业政策密集催化的低空经济等。金元证券:光伏利好推动科技指数反弹,但持续力或不足,上证指数继续高位震荡。
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