国信证券：结构上结合行业拥挤度均衡配置，重视科技成长主线、战略资源、以及白酒地产
36氪获悉，国信证券发布研报称，年初以来AI相关板块领涨，传统板块明显跑输，4月反弹行情中结构分化愈加明显。综合持仓结构、交易热度、超额轮动三大视角看，目前AI硬件、电新拥挤度较高但或尚未达到极致，AI应用、资源品热度回落至适中水平，消费地产热度仍偏冷。该行认为，市场震荡向上趋势
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