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补涨空间；应用侧，SOC、智能驾驶、人形机器人回调或已相对充分且景气出现一定改善迹象；2）产能出清：基础化工中氯碱、氟化工、钾肥等板块在本轮上涨行情中涨幅相对居后；3）自主可控：阅兵催化下，半导体、航空装备等方向或具备一定弹性。　　配置：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

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