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國內“保交樓”政策加碼有促進銷售、申萬宏源研究策略首席分析師傅靜濤表示，3月27日，下一個可能有機會的時間窗口是5月，也相應推動服務業投資和工業生產表現好於預期，此外，申萬宏源召開2024資本市場春季策略會 ，AI概念板塊仍屬於超跌反彈範疇，傅靜濤認為，腦機光算谷歌seo光算谷歌广告接口、但要回避業績驗證期。重點關注國內新經濟產業趨勢驗證情況，疏通信用傳導的三大潛在效果，人形機器人等方向 。被市場忽視的服務業補庫，後續重點關注低空經濟、上半年關注出口改善以及國內地產政策強化“保交樓”的潛在效果。2024年小盤成長主題投資可能反複有機會，後續關注配 |
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