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目前虽然处于充满不确定性的周期,但周期类股票仍有其内在的价值。房地产、银行股、受宏观影响较小的消费品都具有较好的安全边际。产业政策方面可能会有所调整。在三季度加大对周期性行业景气周期延长趋势的关注,寻找本轮调整中的“错杀”个股。
Although currently in a period of uncertainty, cyclical stocks still have their intrinsic value. Real estate, banking stocks, the macro-less affected consumer goods have a better margin of safety. Industrial policy may be adjusted. In the third quarter to increase the cyclical industry boom cycle of concern, to find the current round of adjustment “wrong to kill ” individual stocks.