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一周回顾展望：第二阶段上涨行情不怕等　　中期，本轮上涨行情的主线资产不变，继续关注AI 产业链和战略资源的配置机会。光通信、储能、存储、燃机中期仍是高举高打资产。有色大概率也不会缺席第二阶段上涨，但短期石油产业链和有色金属之间可能存在跷跷板效应，有色重新走强，可能仍需要一段时间的震荡休整。　　光大证券：整固蓄势 积极看多　　短期扰动不改市场上行格局。一方面，虽然中东地缘紧张局势仍在持续，相关不确定

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