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数维持震荡上行的可能性较大，建议投资者密切关注宏观经济数据、海外流动性变化以及政策动向。短线建议关注半导体、IT 服务、机器人以及电力等行业的投资机会。　　华龙证券认为，市场可预见的强驱动因素有所减少，局部估值较快扩张，部分资金选择兑现，且缺乏较为明确的板块承接，带来阶段性调仓引发震荡。此外。地缘不确定性导致油价高位运行，推动通胀预期升温。科技与先进制造行业呈现较快增速，相关方向景气动能延续，成为

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