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部区间。　　从相对值看，低基数效应让同比继续小幅正增长，而且增速还略有回升。截至今年二季度，整体盈利TTM同比增长0.2%，相比去年底的-2.2%和今年一季度的0.0%小幅回升，创下2023年一季度以来的最高水平，整体业绩正在稳步远离负增长区间。　　正如我们此前分析的，A股整体业绩比PPI的转正要更快。一方面是因为A股集中的是实体企业中的龙头，他们的微观竞争力比非上市公司更强，业绩恢复也更快；另一

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