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连涨几日之后,市场又开始回调,茅台为代表的大消费股,刚刚回升几天又遭打压,此前火爆的消费类基金,又继续挨锤。马上中秋国庆,传出茅台酒降价消息,白酒股重挫,医疗、食品饮料、家电等消费、医疗板块跌幅领先,保险银行等金融板块也下跌,而不被多数机构青睐的周期股,又是大爆发,掀起涨停潮,钢铁、煤炭、有色等股票大涨。消费股的重挫,与周期股的崛起,形成鲜明对比。

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