东北证券：流动性边际改善，关注低估值成长和消费复苏
东北证券指出，政策面上三项内容值得关注：一是有序推动碳达峰，碳中和工作，积极发展新能源 ... 与这三个方向相关的顺周期和新能源、工业互联网和数字经济以及国企改革等行业值得关注 ... 行业配置上，顺周期、TMT 中的低估值成长仍是主线，此外消费复苏相关的旅游酒店、航空等行业也值得关注。
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