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:关注景气改善的板块及部分潜力高股息品种  短期A股或进入波动率放大的平台期,“轻指数,重结构”或为配置基准思维,我们建议:1)关注景气改善、具备补涨逻辑的板块,适度增配AI算力侧(存储芯片、光纤光缆、AI服务器、IDC运营商)及应用侧(SOC、智能驾驶、人形机器人)、产能周期改善且业绩上行的氯碱、氟化工、钾肥、受益于阅兵催化的半导体、军工等品种;2)市场高位拉锯下,关注部分跌出股息率性价比的稳健

    证券日报网讯8月18日晚间,湘财股份发布公告称,公司及子公司不存在逾期对外担保情况。

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