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中金公司3月31日研報認為

时间：2025-06-15 21:12:50 来源：网络整理编辑：光算穀歌外鏈

核心提示

市場關注點可能在經濟數據和上市公司基本麵的雙向驗證，關注黃金、從過去的日曆效應看，有科技進步預期驅動及新質生產力相關政策催化下的TMT領域仍有望有相對表現；外部因素擾動和供給持續短缺帶來上遊資源品行業

市場關注點可能在經濟數據和上市公司基本麵的雙向驗證，關注黃金、從過去的日曆效應看，有科技進步預期驅動及新質生產力相關政策催化下的TMT領域仍有望有相對表現；外部因素擾動和供給持續短缺帶來上遊資源品行業機遇，同時對結構主線光算谷歌seotrong>光算谷歌外鏈也有較為重要的指示意義。配置方麵，石油石化、有色金屬等資源板塊；高股息板塊需要注意配置節奏和邏輯變化。一季報業績從全光光算谷歌seo算谷歌外鏈年維度對市場的整體表現影響相對顯著，（文章來源：界麵新聞）結合上市公司年報和一季報的密集披露，中金公司3月31日研報認為，

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