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券商二季度普遍看好的投资机会主要集中在政策推动和超跌反弹的周期类行业。而后市超额收益行业可能再次回归到基本面向好,有业绩支持的行业。
Brokers generally optimistic about the second quarter of investment opportunities mainly in the policy-driven and oversold bounce cycle industry. While the market excess returns industry may once again return to the basic for good, performance-backed industries.