国泰君安指出，市场上有顶、下有底，维持3100-3500震荡格局的判断。调整便是布局良机，交易复苏仍是市场的核心主线。国内与海外金融周期开始错位，具有盈利优势同时对国内政策回退低敏感性的资产占优。围绕盈利景气，布局三朵金花。复苏预期下我们看好春季躁动与跨年行情，布局：1）第一朵金花：从基建地产周期转向全球原材料周期。基建地产托底弱化，国内定价让位于全球定价，看好石化（炼化、油服）/基化（MDI、钛白粉）/铜/铝等投资机会，推荐中海油服（）/云铝股份（）/紫金矿业（）。2）第二朵金花：从必选消费转向可选消费。后疫情时期，家电/汽车/酒店/旅游/家具/纺服等改善有望加速，推荐：吉利汽车、爱美客（）等。3）第三朵金花：集中精力，新能源科技。推荐：宁德时代（）/容百科技/先导智能（）/赣锋锂业（）等。
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