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横向来看，由能源、材料、科技硬件及工业制造构成的“资源+科技制造”安全资产指数，已在全球范围内形成广泛共识。人民币资产在地缘扰动中韧性持续强化，国内资源与科技制造板块同样成为全球资本认可的优质安全资产。于文博、张峻栋等指出，在本轮美以伊冲突期间，上述板块在A股市场取得了显著超额收益。　　那么，为何A股能在全球市场波动中保持独立、持续提升吸引力？　　多名券商分析师认为，核心逻辑在于“安全”二字——在

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