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监管忧虑缓和沪综指收涨1.5% 资源和新能源汽车领涨

监管忧虑缓和沪综指收涨1.5% 资源和新能源汽车领涨
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Hong Kong , South Korea , Country Guardian Kin Commission , Research Innovation , Technology Innovation , China State Department , Research Application , Shanghai August China , Finance Center , New Crown , August China , Ning Ningde ,

科技风,继续吹——张春林——东方财富网博客


春哥祝各位平安吉祥,万事如意,愿山河无恙,众生皆安!
市场依然是冰火两重天,一半是海水,一半是火焰。茅(茅台)概念股疲弱依旧,宁(宁德时代)概念股强势依旧,风格极端分化。
中国A股的特点,就是容易走极端,前两年茅概念股热火朝天,当时流传着“年少不知白酒好,错把科技当成宝”,现在刚好反过来。
市场上涨能找到一万条理由,下跌也能找到一万条原因,一切都归结于风口和趋势,无论是茅概念还是宁概念,无论是新势力还是旧势力,我认为都是中国经济的重要组成部分,不可或缺。
只不过,当前风口在新经济,毕竟传统蓝筹风光了多年,休整一下也很正常,但在下一个风口吹来的时候,他们仍然是“核心资产”,无他,风水不轮流转而已。
短线来看,科技和新能源仍然最强风口,同时有色、化工等顺 ....

Technology As Po , Chunlin Eastern , Members Green , Mao Maotai , Ning Ningde , China Economy , New Economy , சீனா பொருளாதாரம் , புதியது பொருளாதாரம் ,