市场处于风险释放期,但股指正在逐步接近市场底部,如果短期悲观情绪出现修复,有望带来市场反弹。从行业选择来看,建议逐步配置估值低位或超跌的周期品,如房地产、金融、煤炭、水泥等。 The market is in a risk-free period, but the stock index is gradually approaching the bottom of the market. If short-term pessimism appears to be repaired, the market is expected to rebound. From the industry selection point of view, it is recommended to gradually configure the valuation of low or oversold cyclical products, such as real estate, finance, coal, cement and so on.