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苏菲安心裤拆出虫

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因为主线抱团的存在，意味着后续行情更可能受交易结构风险的扰动。与此同时，“十五五”作为顶层规划，为未来五年的国家发展指明了方向，后续就看具体政策的落实了。未来一段时间是政策密集期，相关的事件驱动机会值得关注。　　华金证券认为，慢牛走势和科技主线不变。短期继续逢低配置科技成长和部分周期、核心资产等行业。短期建议逢低配置：一是政策和产业趋势向上的通信（算力）、电子（半导体、消费电子）、传媒（游戏、AI

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