Every sub-industry as its own basket, scored for entry timing. The read below is answer-first: the rotation backdrop, which groups just turned buyable, which are late or fading, and the stocks firing inside a group with the wind at its back. A timing map — confirm before acting.将每个子行业视作独立篮子，按入场时机评分。下方读数以结论优先：轮动情况、哪些子行业刚转为可买、哪些已偏晚或转弱，以及在顺风子行业中触发的个股。择时图——行动前请确认。