大盘冲上3600点之后,行情风格怕是要来个大切换,一句话:科技强才是真的强。就拿今天涨幅最大的科创50来说,现在刚1000点,对比沪指和创业板还在低位。而科创50第一权重是半导体,占比高达61%,在这波行情中绝对是低位滞涨,后续被资金做高低切轮动的概率就非常大。因为现在增量资金就两个选择:绝对的高位和绝对的低位,分别对应爆发的水电基建和低位科技。而科技这块半导体位置够低、弹性够足,绝对是绕不过去的...
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