天风证券A股策略建议高配大盘价值股，看好金融和消费行业。建议投资者关注金融和消费股，认为这两个行业有较好的投资机会。总体策略是偏向大盘蓝筹价值股，并进行适度配置。Investment strategy from TF Securities suggests overweighting large-cap value stocks and being optimistic on the financial and consumer sectors. They advise investors to focus on financial and consumer stocks, as they believe these two industries have good investment opportunities. The overall strategy leans towards large-cap blue-chip value stocks and recommends moderate allocation.
