山西证券指出,近期持续推荐的休闲服务板块本周上涨1.04%,该板块仍处于估值修复阶段,中期继续看好该板块投资机会。另外,家用电器块前期涨幅较大,短期已经出现一定幅度的调整,但中期估值修复逻辑不变,未来调整到位后可适当配置。
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