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【申万宏源策略 | 一周回顾展望】经济预期谨慎,A股缘何延续强势

Core Viewpoint - The article discusses the cautious economic outlook and analyzes the reasons behind the sustained strength of the A-share market [1] Group 1: Economic Outlook - The economic expectations remain cautious, influenced by various domestic and international factors [1] - Recent economic indicators suggest a mixed performance, with some sectors showing resilience while others face challenges [1] Group 2: A-share Market Performance - The A-share market has shown strong performance despite the cautious economic outlook, driven by investor sentiment and sector rotations [1] - Key sectors contributing to the market strength include technology and consumer goods, which have outperformed others [1]