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2023年春季行业比较投资策略：经济复苏被动去库之际，反转消费成长-20230223-申万宏源-70页
2022Q4-2023Q1复盘：中国资产重估+数字经济大受关注，市场从动量策略切换至反转策略。2022年11月以来纳斯达克中国金龙指数和恒生指数涨幅高达66%和41%，而2022年前10月跌幅则有48%和37%；A股行业方面，Reopen复苏预期，消费领涨之后成长全面反弹，自2022.12.15年度策略《2023年度行业比较投资策略——长期战略性布局数字经济、医药生物、自动化》发布以来，计算机、传
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