全面解读疫情影响及市场展望-电话会议纪要

目录第一部分：消费及医药行业...................................................................................................3一、综述...................................................................................................................................3二、医药...................................................................................................................................3三、受损敏感型行业...............................................................................................................6四、相对防御型行业...............................................................................................................7五、后周期性行业...................................................................................................................8提问环节.................................................................................................................................10第二部分：宏观策略..................................................................