新三国演义

中报关注度持续升温，机构建议配置三条业绩主线_我的网站

A |     Female candidates sitting the NEET medical entrance examination in India's southern state of Kerala were asked to remove their bras before taking the exam, several Indian media outlets, including NDTV, reported.,The shocking incident came to light after the father of one of the girls complained to the police.,According to reports, female security personnel posted at a examination center in the Kollam district told women aspirants to remove their bras because the metal hooks were making metal detectors beep during the security check.,The students eventually removed their bras as they were informed that if they didn't comply, they would not be allowed to sit the exam.,"Is your future or innerwear big for you? Just remove it and don't waste our time," the security staff reportedly said, according to a complaint launched by one father.,While the Marthoma Institute of Information Technology where the alleged incident happened denied any involvement, Kollam's Police head KB Ravi acknowledged that a complaint from a girl's father had been received.,"After a security check, my daughter was told that the hook of the innerwear was detected by the metal detector, so she was asked to remove it. Almost 90% of female students had to remove their inners and keep them in a storeroom. The candidates were mentally disturbed while writing the exam," the girl's father added.,Several girls wept as they "cut their hooks" to write the exam.,"The mental state of these children was disturbed, and they could not attend the exam comfortably," the letter of the girl's father to the police concluded.。    近期A股结构性行情持续演绎，市场对中报的关注度持续升温，太辰光、蘅东光、德新科技等多只股票在中报发布后大涨，走势抢眼。

B | 分析人士认为，市场调整属于良性的技术性回调，增量资金尚未形成合力，存量博弈特征明显，指数向上突破需要更强的催化。8月半年报密集披露期有望成为市场从估值消化切换至盈利驱动的拐点，财报季或是下半年最好的配置窗口，配置上建议围绕三条业绩主线展开。首先是科技硬件（半导体、AI算力、存储等板块），这是本轮业绩改善最强的方向；其次是涨价链（有色、化工、煤炭等板块），直接受益于PPI回升，业绩兑现确定性高；最后是出口制造（储能、电力设备、汽车等板块），受益于全球制造业补库与供应链优势。此外，非银金融、医药里的CRO、军工等方向半年报景气度同样值得关注，整体呈现多条业绩主线并行的格局。（中国证券报）。

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