下一只翻倍股“三生国健”将是它?

证券市场周刊市...
Jun 12

文 | 水岸最近这几天的市场很有特点,那就是板块轮动飞快,常常上演“今天科技,明天消费,后天医药,大后天新能源”的剧目,不过反过来看,这种轮动也正是给大家提供了更换车道的新机会、发了重新上车的“新车票”。今天的内容里跟大家聊一下“新机会”中的两条逻辑线,其一是板块宏观驱动的β机会,其二是微观催生的个股α超额机会,近期的大牛股三生国健、龙蟠科技等都属于这一类,它们多有重磅大单利好加持,笔者深度复盘...

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