每經AI快訊，中信建(jian)投研報表(biao)示，市(shi)(shi)場表(biao)現(xian)(xian)層(ceng)面(mian)，12.2-12.6低市(shi)(shi)盈(ying)率、小盤、金(jin)融地(di)產(chan)表(biao)現(xian)(xian)居前(qian)，鋼(gang)鐵/煤炭/機械(xie)設備(bei)表(biao)現(xian)(xian)相(xiang)(xiang)對(dui)靠前(qian)。盈(ying)利(li)層(ceng)面(mian)，近1周農(nong)林牧漁、石(shi)油石(shi)化盈(ying)利(li)預測上調靠前(qian)。景氣層(ceng)面(mian)，契稅減免效(xiao)果(guo)顯現(xian)(xian)，二手房成交環比高(gao)增(zeng)；車市(shi)(shi)高(gao)景氣延續(xu)；產(chan)業(ye)(ye)鏈多(duo)數環節(jie)價格維穩，超30家光伏企(qi)業(ye)(ye)簽訂自(zi)律(lv)公(gong)約(yue)；需求(qiu)增(zeng)幅(fu)不及(ji)供(gong)給增(zeng)幅(fu)，豬價面(mian)臨壓力(li)；多(duo)地(di)新一(yi)輪消費券發(fa)放啟動。估(gu)值及(ji)交易(yi)熱度層(ceng)面(mian)，整體市(shi)(shi)場熱度上行，供(gong)給側改(gai)革相(xiang)(xiang)關行業(ye)(ye)熱度改(gai)善。