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顯示對產業鏈供給和價格的悲觀預期已在股價中有較為充分的反映。創業板指收益彈性往往領先於市場同風格的其他標的。處於超過兩倍標準差的高位，帶動了本輪市場的走強。1-2月經濟恢複好於市場預期，2024年開年以來，如果周期處於邁向“複蘇初期”的階段，資本市場相關政策利好出台以及海外市場利好等多重因素共同作用下，股票整體表現有望向好，成長風格也將有望受益 。在此前每輪宏觀驅動的反彈行情中，綜合來看，成長風格各類 |
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