中信建投：中短期2025-2026年或将迎来政策落地期的板块轮动

Core Insights - The article highlights that the capital market may experience a policy implementation period from 2025 to 2026, leading to sector rotation opportunities [1] Group 1: Short to Medium Term Opportunities - Focus on sectors such as elderly care, childcare, and infrastructure value chain adjustments as key areas for investment [1] Group 2: Long Term Trends - Long-term investment themes include the big health and big childcare economy, human capital services, and new consumption and family services [1] - Leading companies in these sectors are expected to undergo value reassessment [1]