近期一直提醒大家，从历史来看，只要有春节躁动行情，2会都是资金兑现节点，更何况今年春节后AI和机器人涨幅如此之大。我能感受到部分资金在获利了结，量能放的很大，但AI、机器人等高位板块越来越涨不动了，反而是低位金融、地产、消费涨的比较好，高低切换比较明显。有朋友可能会疑惑，我怎么一会儿看多一会儿看调整？看多是基于中长期的叙事，看调整是觉得科技短期涨太多了、市场情绪过热，且到了调整窗口，这并不矛盾。...
Source Link近期一直提醒大家，从历史来看，只要有春节躁动行情，2会都是资金兑现节点，更何况今年春节后AI和机器人涨幅如此之大。我能感受到部分资金在获利了结，量能放的很大，但AI、机器人等高位板块越来越涨不动了，反而是低位金融、地产、消费涨的比较好，高低切换比较明显。有朋友可能会疑惑，我怎么一会儿看多一会儿看调整？看多是基于中长期的叙事，看调整是觉得科技短期涨太多了、市场情绪过热，且到了调整窗口，这并不矛盾。...
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