顺大势，逆小势，积极布局周期

2021-06-08

重点领域：第一，煤炭、化工（纯碱、化纤）、有色（铜、铝）和钢铁；第二，银行、房地产、建筑、公路以及公用事业；第三，中游制造可以布局：机械和电子。

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