[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$f3le0ybdhl24be":3},{"_id":4,"slug":5,"title":6,"subtitle":7,"kind":8,"cards":9,"tags":13,"categories":14,"source":15,"lang":18,"author":19,"audioState":18,"stats":22,"publishedAt":25,"renderer":18},"6ab9d116ca21c797c7e97211","-36-e61eb366","聚焦抢占科技制高点核心任务，《中国科学院“十五五”发展规划》发布-36氪","36氪获悉，华泰证券A股策略指出，目前A股或处于震荡修复阶段，考虑到前期调整已释放较多估值及交易风险、历史规律表明节前回撤后复市修复概率偏高，本轮持股过节的赔率有所改善，但由于假期内美国就业、PMI等数据或集中公布，配置重点或应转向盈利确定性较高、估值消化相对充分的方向：1）科技内部优先关注估值消化较充分、盈利能见度较高的光通信、PCB及部分国产算力龙头，降低对盈利下修和纯主题品种的暴露；2）同时…","news",[10],{"headline":6,"body":11,"imageUrl":12,"sourceImageUrl":12},"36氪获悉，华泰证券A股策略指出，目前A股或处于震荡修复阶段，考虑到前期调整已释放较多估值及交易风险、历史规律表明节前回撤后复市修复概率偏高，本轮持股过节的赔率有所改善，但由于假期内美国就业、PMI等数据或集中公布，配置重点或应转向盈利确定性较高、估值消化相对充分的方向：1）科技内部优先关注估值消化较充分、盈利能见度较高的光通信、PCB及部分国产算力龙头，降低对盈利下修和纯主题品种的暴露；2）同时关注配置较低、价差改善的化工和造纸链，以红利资产作为组合稳定器。节前宜保留基本面较强的核心仓位，适当压缩高波动交易仓位，持股结构的重要性高于总仓位。 刚刚，Gemini 4 Pro全新曝光，实测碾压Opus 5.5 聚焦全球优秀创业者，项目融资率接近97%，领跑行业","https:\u002F\u002Fimg.36krcdn.com\u002F20191024\u002Fv2_1571894049839_img_jpg",[],[],{"name":16,"url":17},"36Kr","https:\u002F\u002Fwww.36kr.com\u002Fnewsflashes\u002F4002334954049668",null,{"handle":20,"displayName":21},"spots","Spots",{"views":23,"likes":24,"saves":24,"shares":24,"completions":24,"opens":24,"skips":24,"depthSum":24},5,0,"2026-09-28T02:29:42.257Z"]