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中报关注度持续升温，机构建议配置三条业绩主线_我的网站

A |     近期A股结构性行情持续演绎，市场对中报的关注度持续升温，太辰光、蘅东光、德新科技等多只股票在中报发布后大涨，走势抢眼。分析人士认为，市场调整属于良性的技术性回调，增量资金尚未形成合力，存量博弈特征明显，指数向上突破需要更强的催化。

B |     The filming has officially wrapped on Daayra, the much-anticipated next film by Meghna Gulzar. It stars Kareena Kapoor Khan and Prithviraj Sukumaran in key roles. Jointly produced by Junglee Pictures and Pen Studios, the film now enters post-production and is slated for a 2026 theatrical release.     The makers shared the update on social media along with the photo of Meghna, Kareena and Prithviraj. They captioned the post as, "#Daayra! It’s a wrap! Months of hard work, creativity, and collaboration have come together to bring this story to life. Immense gratitude to the cast, crew, and everyone who made this journey possible. Onward to the next chapter! In Cinemas 2026"     Take a look at the post:                                                                 View this post on Instagram          A post shared by Junglee Pictures (@jungleepictures)               Daayra is a gripping investigative crime thriller that explores how a diabolical act can trigger equal and opposite reactions, fracturing opinions across society. Rather than offering easy answers, Daayra encourages deeper thought, raising questions that will linger long after the story unfolds.     Meghna Gulzar brings her trademark sensitivity and narrative precision to the film, crafting a story that is as intellectually arresting as it is emotionally resonant. Anchored by compelling, nuanced performances from Kareena Kapoor Khan and Prithviraj Sukumaran, Daayra is further strengthened by a powerful ensemble cast that adds depth and gravitas to its world.          Daayra unites Junglee Pictures with Pen Studios, led by Dr Jayantilal Gada. The movie has been co-written by Yash and Sima alongside Meghna. Following Talvar and Raazi, Daayra marks Meghna Gulzar’s third collaboration with Junglee Pictures, continuing a creative partnership known for delivering cinema that sparks conversation and critical acclaim.     With filming now complete, the team looks forward to bringing this sharp, thought-provoking story to audiences in cinemas in 2026.     Also Read: Kareena Kapoor Khan and Prithviraj Sukumaran wish Daayra director Meghna Gulzar on her birthday。8月半年报密集披露期有望成为市场从估值消化切换至盈利驱动的拐点，财报季或是下半年最好的配置窗口，配置上建议围绕三条业绩主线展开。首先是科技硬件（半导体、AI算力、存储等板块），这是本轮业绩改善最强的方向；其次是涨价链（有色、化工、煤炭等板块），直接受益于PPI回升，业绩兑现确定性高；最后是出口制造（储能、电力设备、汽车等板块），受益于全球制造业补库与供应链优势。此外，非银金融、医药里的CRO、军工等方向半年报景气度同样值得关注，整体呈现多条业绩主线并行的格局。（中国证券报）。

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