每经AI快讯,广发证券表示,整体上看,6月以来市场线索,仍是银行、医药、算力权重抱团主导的指数行情,这三个因素暂时没有打破底层逻辑,对应指数周内可能震荡或维持小幅上行。这种指数好于情绪的环境下,配置上的两种思路:1、趋势方向抱团,包括银行、医药、海外算力;2、题材轮动,包括高温(电力)、基本金属(铜铝)、稳定币等。 海量资讯、精准解读,尽在新浪财经APP
Source Link每经AI快讯,广发证券表示,整体上看,6月以来市场线索,仍是银行、医药、算力权重抱团主导的指数行情,这三个因素暂时没有打破底层逻辑,对应指数周内可能震荡或维持小幅上行。这种指数好于情绪的环境下,配置上的两种思路:1、趋势方向抱团,包括银行、医药、海外算力;2、题材轮动,包括高温(电力)、基本金属(铜铝)、稳定币等。 海量资讯、精准解读,尽在新浪财经APP
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