上周上证综指报收3,474.17 点，上涨47.55 点，涨跌幅1.39%；沪深300 指数报收5,135.45 点，上涨169.27 点，涨跌幅3.41%；中信国防军工指数涨跌幅-0.11%，位列29 个一级板块涨跌幅第21 位。

1. 核心观点........................................................................................................... 3

2. 市场表现.......................................................................................................................................... 6

3. 重点公告.................................................................................................................................12

4. 行业追踪.................................................................................................................................................13

5. 风险提示...............................................................................................................................................14

相关报告汇总 ...............................................................................................................................................15