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中报关注度持续升温，机构建议配置三条业绩主线_我的网站

一 |     The opening of the movie "The Exorcist: Believer" has been moved a week earlier to avoid competition with Taylor Swift's concert movie, the producer of the horror film, Jason Blum, confirmed Thursday on social media.Blum posted the new release date of Oct. 6 on X, formerly known as Twitter, with the hashtag #TaylorWins. "The Exorcist: Believer" and Swift's concert movie based on her smash "The Eras" tour were both first scheduled to be released on Oct. 13. Fans had dubbed the pending double release "Exorswift" on social media, but the potential of "Swifties" overshadowing the demonic film —the sixth installment in "The Exorcist" franchise— proved too powerful. 

     "Taylor Swift: The Eras Tour" smashed advanced sales records on the first day of presales for the concert movie with AMC –the movie chain distributing the film– reporting $26 million in sales on Friday.  The movie "shattered records for single-day advance ticket sales revenue at AMC," the company said in a statement. The previous record of $16.9 million was held by "Spider-Man: No Way Home," which Swift beat in just three hours,  AMC said.                 Shortly after Swift announced the movie, AMC said they bolstered their server capacity in preparation for skyrocketing demand for tickets. After the first day of presales, the chain announced all AMC theaters nationwide will show the film four times a day on Thursday, Friday, Saturday and Sunday to meet demand. On Thursday, Swift tweeted, "The Eras Tour has been the most meaningful, electric experience of my life so far and I'm overjoyed to tell you that it'll be coming to the big screen soon. Starting Oct 13th you'll be able to experience the concert film in theaters in North America!" Reporting contributed by Gina Martinez                                 

In:    
• Taylor Swift
    
• Ticketmaster
    

。    近期A股结构性行情持续演绎，市场对中报的关注度持续升温，太辰光、蘅东光、德新科技等多只股票在中报发布后大涨，走势抢眼。分析人士认为，市场调整属于良性的技术性回调，增量资金尚未形成合力，存量博弈特征明显，指数向上突破需要更强的催化。8月半年报密集披露期有望成为市场从估值消化切换至盈利驱动的拐点，财报季或是下半年最好的配置窗口，配置上建议围绕三条业绩主线展开。首先是科技硬件（半导体、AI算力、存储等板块），这是本轮业绩改善最强的方向；其次是涨价链（有色、化工、煤炭等板块），直接受益于PPI回升，业绩兑现确定性高；最后是出口制造（储能、电力设备、汽车等板块），受益于全球制造业补库与供应链优势。此外，非银金融、医药里的CRO、军工等方向半年报景气度同样值得关注，整体呈现多条业绩主线并行的格局。（中国证券报）。

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