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华鑫证券-6月中观景气专题报告：新兴行业占优，火电增速回升-230627

投资要点近期推荐：重点关注电子、通信、传媒、计算机、家电、电力、锂电、军工、汽车 5月无论是以申万一级行业涨跌幅还是月度成交额占比标准差刻画的行业表现分化指数均有所下行，表明近期行业轮动显著加快。综合景气、估值、预期、催化四维度，6-7月重点关注AI主线中的电子、通信、传媒、计算机以及基本面改善与政策面催化的家电、电力、锂电、军工、汽车。其中景气好转的行业有锂电、传媒，估值低估的行业有煤炭

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