每經(jing)AI快訊(xun)，天風(feng)(feng)證券表示，綜合來看(kan)，市場當前(qian)(qian)(qian)處(chu)于極端底部(bu)區域，利好政(zheng)策不斷推出，當前(qian)(qian)(qian)或為性(xing)價(jia)比較(jiao)高(gao)的入場時(shi)點(dian)。進入9月份(fen)，天風(feng)(feng)證券的行(xing)業配置模型將開始轉(zhuan)(zhuan)入對困(kun)境反轉(zhuan)(zhuan)行(xing)業的重(zhong)視，當前(qian)(qian)(qian)建材和醫藥處(chu)于估值極低水(shui)平，或將逐步進入布(bu)局時(shi)點(dian)。主(zhu)題方面，TMT板塊(kuai)方面，各(ge)細分指數(shu)當前(qian)(qian)(qian)都(dou)進入弱勢(shi)震蕩走(zou)勢(shi)，具備數(shu)據資(zi)產屬性(xing)的計(ji)算機板塊(kuai)或仍有(you)機會。同(tong)時(shi)市場關(guan)注度(du)較(jiao)高(gao)的金(jin)融地產板塊(kuai)中券商行(xing)業，上(shang)周一呈(cheng)現利好兌現，或在縮量后再次反彈。當前(qian)(qian)(qian)重(zhong)點(dian)關(guan)注建材、計(ji)算機，分批布(bu)局醫藥。