宏观海外不确定性增加，内需大盘股有望占优

Summary of Conference Call Company/Industry Involved - Central Securities Research Institute Core Points and Arguments - The conference call was initiated by a public relations analyst, Hu Yang, who provided an overview of the market strategy and viewpoints of the institute [1] - The presentation utilized the Wind platform for sharing insights and reports [1] - Following the introduction, colleagues from the strategy team were scheduled to provide detailed reports on recent market strategies [1] - The audience was encouraged to review a series of related reports that had been recently published [1] Other Important but Possibly Overlooked Content - The call emphasized the importance of market strategies in the current economic environment, although specific strategies were not detailed in the introduction [1]