6月资产配置：板块轮动中紧抓出海、新质生产力等主线

Summary of Conference Call Company or Industry Involved - The document does not specify a particular company or industry, as it only contains an introductory statement for a speaker. Core Points and Arguments - There are no core points or arguments presented in the document, as it only includes a request for the speaker to begin. Other Important but Possibly Overlooked Content - The document lacks substantive content that would provide insights into any company or industry analysis. It only serves as a prelude to the conference call. Overall, the document does not provide any relevant information for analysis or investment insights.