证券时报网讯,中原证券指出,经济下行之际,政策推出速度加快、力度加大。短期市场受美股动荡影响出现回调,但随着政策影响力逐渐见效,市场风险偏好有望回升,市场继续下行风险有限。建议仓位维持8成,重点关注稳增长、促销费板块,譬如房地产、家电、食品饮料等。
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