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防军工（航空装备、航天装备、军工电子）、有色（工业金属、能源金属、小金属）、基础化工（化学原料、化学制品、农化）、公用事业（电力、燃气）等板块。　　光大证券认为，一方面，虽中东地缘紧张局势仍在持续，相关不确定性尚未完全消散，但经过前期调整，市场对中东局势的边际变化已逐步钝化，避险情绪带来的短期扰动持续边际弱化；另一方面，随着财报季结束，业绩披露带来的不确定性将降低。业绩超预期的公司有望获得估值溢价

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