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在名义增长和盈利对定价的消化，“反内卷”效果继续显现也有望逐步改善名义GDP增长中枢，而这将带来企业盈利的改善。　　景气成长类资产仍是主线　　Wind数据显示，截至8月27日收盘，万得微盘股指数今年以来大涨逾56%，跑赢上证指数、深证成指、创业板指等市场主要指数同期表现。　　在刘晨明看来，市场小盘风格占优的趋势仍在延续，背后是产业“百花齐放”的结果。他认为A股市场下行风险有限，此前央行明确“在必要

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