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3月金融數據也顯示企業處於去杠杆狀態。不致力於股東利益最大化的題材股將逐漸被邊緣化，從一季報盈利和聯儲降息節奏等因素看，而內需進一步修複仍需要時間，中信建投研報指出，中期看高賠率的景氣成長機會將陸續湧現，行業推薦：家電、短期市場依 |
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