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2026年5月A股整体呈现指数震荡上行、板块极致分化的结构性牛市特征，市场流动性充裕，资金做多意愿稳固，但普涨行情已然落幕，精选赛道与个股成为盈利核心。不同于年初的全面上涨，当下市场风格切换明显，机遇与风险同步凸显。

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