如果成长高切低,应该关注什么板块?

华尔街见闻
03 Mar

虽然本周后半段科技板块迎来回调,但中长期仍是市场的交易主线。由于当前部分核心分支已经被给予了较高的估值,科技成长板块内部的轮动节奏将是后续行情的关键。在盈利空间尚未打开的情况下,市场转向基本面交易的条件尚未成熟。即便重要会议临近,但市场对于政策的预期已经回归理性,基于政策的博弈难以获得明显的超额收益。因此风格切换发生的概率仍较低,顺周期/红利风格在短期可能会有补涨的机会,但更多是市场资金再平衡的...

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