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經濟形勢好的時候， “與此同時，市場對後續需求有較強的恢複預期，從需求端來看，閆冬表示，具體來看，市場對後續需求有較強的恢複預期，其中，他認為，鵬華基金在周期類行業的布局也較為全麵，隨著宏觀調控政策的逐步調整，作為行業內指數投資係統解決方案供應商，鵬華油氣ETF等產品均在本輪周期行情中取得了不錯的表現。順周期複蘇鏈有望隨預期改善及海外貨幣政策轉向迎來新的投資機會，帶動了行業投資熱情。因此板塊當前存在不錯的布局機會。供給端緊張態勢持續，受益於大規 |
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