数据验证期市场震荡为主在目前市场背景下,大体的配置思路依然没有变化,整体缺乏倾向性的板块机会,从未来3-6个月看,依然维持三季度末观察周期品的景气恢复(目前来看周期性行业微观的价格、产量数据仍然疲弱),四季度等待大宗商品的价格趋势走稳(目前已经进入海外局势风险释放最为猛烈的 Data validation period based on the market turmoil In the current market context, the general allocation of ideas remains unchanged, the overall lack of a proactive plate opportunities, from the next 3-6 months to see, still maintain the end of the third quarter of the observation period products boom recovery The current cyclical industry micro-price, production data is still weak), the fourth quarter, waiting for the stabilization of the price trend of commodities (currently has entered the risk of the release of the most violent overseas situation