6月30日,A股表现良好,基本消除了上周五下跌的阴影。我的判断,7月是牛市崛起的关键月份。当前上证指数K线已经有了牛市到来的形态结构,很可能遵循进三退一的上涨节奏。板块上,建议关注四大热点板块:其一,我们所看好的消费股,是新消费,不是传统消费,6月制造业PMI49.7%,要知道,6月是购物节,且在政策上,汽车和家电的国补政策其实对需求侧有很大拉动,这么大力度,结果各大电商平台依然没有大张旗鼓的宣传...
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