策略前瞻之一百五十六：经济复苏下政策边际收紧，年报业绩预告中挖掘机会

根据报告正文，市场回顾及策略前瞻显示，北向资金继续净流入，权益大势回顾显示行业比较概览，风险提示包括《Executive Order on Addressing the Threat from Securities Investments that Finance Communist Chinese Military Companies》和《Executive Order Amending Executive Order 13959 Addressing the Threat from Securities Investments that Finance Communist Chinese Military Companies》。同时，报告还提到了螺纹钢、热轧板卷、动力煤、PE、PP、水泥价格指数、高炉开工率、创业板指、纳斯达克综指、标普500、伦敦现货黄金、道琼斯工业指数、即期汇率、上证综指、美元指数、美国国债收益率、恒生指数、WTI原油现货价等数据。