上半年即将收官,受海内外多重因素交织影响,A股市场的走势可以分为“震荡上行—震荡调整—震荡上行”三个阶段。年初至6月27日,上证指数上涨2.2%,并于6月26日盘中创下年内新高的3462.75点。上半年,市场风格偏好“红利+小盘成长”,银行与黄金股领涨两市,AI、半导体、固态电池、创新药等科技领域轮动走强,而大盘股走势偏弱。在行业板块、概念题材的快速轮动中,个股与行业分化更是无处不在。周期行业中,...
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